TIBCO BusinessConnect Trading Partner Administration. Software Release 6.0 November 2011

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1 TIBCO BusinessConnect Trading Partner Administration Software Release 6.0 November 2011

2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc. TIBCO, The Power of Now, TIBCO Hawk, TIBCO Rendezvous, TIBCO Runtime Agent, TIBCO ActiveMatrix BusinessWorks, TIBCO Administrator, and TIBCO Designer are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. EJB, J2EE, JMS and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries. All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE README FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES.. Copyright TIBCO Software Inc. ALL RIGHTS RESERVED. TIBCO Software Inc. Confidential Information

3 Contents iii Contents Contents iii Tables xi Figures xiii Preface xv Related Documentation xvi Other TIBCO Product Documentation xvi Typographical Conventions xviii Connecting with TIBCO Resources xx How to Join TIBCOmmunity xx How to Access All TIBCO Documentation xx How to Contact TIBCO Support xx Chapter 1 Participants Participants Overview Hosts and Partners Managing Participants Creating a New Participant Export Participant Data Import Participant Data Copy a Participant Delete a Participant Search for a Participant Editing Participant Data General Tab for Participants Business Locations Tab for Participants Credentials Tab for Participants PKI (Public Key Infrastructure) PGP (Pretty Good Privacy) Managing Host Credentials Managing Partner Credentials Exporting PGP Keys Protocols Tab for Participants

4 iv Contents Enable a Protocol Disable a Protocol Configure a Protocol Managing Transports for Participants Proxy Settings Tab for Partners User Access Tab for Participants All Authorized Users Add Users with Access Rights Add Groups with Access Rights Chapter 2 Business Agreements Business Agreements Overview Identifying the Participants for a New Business Agreement Select Participants General Tab for Business Agreements Add a Protocol Binding Configure a Protocol User Access Tab for Business Agreements All Authorized Users Add Internal Users Add Groups Chapter 3 Operations Editor Operations Editor Overview Importing and Exporting Operations To Import an Operation To Export an Operation File Specification Dialog Chapter 4 System Settings General Certificate Store Credentials Tab New Identities Tab Server Identities and Certificates Tab Inbound Public Transport Types Inbound Mail POP3 Servers Outbound HTTP/FTP Proxy and Mail SMTP Servers Add a Proxy for a Host Select the Default Proxy for a Host

5 Contents v Audit, Non-Repudiation and Runtime Database Configuration User Authentication Configuration Add an Authentication Source Activated Protocol Plug-ins and Properties Metadata Type Configuration Add and Remove Metadata Private Process Smart Routing Create Business Rules for Private Process Smart Routing Manage Business Rules for Private Process Smart Routing Credential Expiry Alerter Configure the Credential Alerter User Access Audit Trail Grouping Search Results Utilities Export Schemas Chapter 5 User Access Management Overview TIBCO Administrator User Categories User Management Using TIBCO Administrator User Management Set BusinessConnect Access Rights for a User Managing Users with TIBCO BusinessConnect User Management Add Users Edit Users Authenticate External Users Edit LDAP Connection Remove Users Search for Users Managing Groups with TIBCO BusinessConnect User Management Add a Group Chapter 6 Log Viewer Overview Audit Logs Non-Repudiation Logs Resend Logs Performing Log Searches Set Preferences Perform a Log Search Viewing Search Results

6 vi Contents Summary View Transaction Details View State Details View Cancelling Transactions Saving and Reusing Queries Save a Query Reuse a Query Resending Transactions Resendable Transactions View Resend History Chapter 7 Reporting Overview Generating Reports Inbound Transaction Per Protocol Outbound Transaction Per Protocol Chapter 8 Transport Overview Configuring POP3 and SMTP for Configure the POP3 Server Polling Service Configure an SMTP Server for a Host Configure an SMTP Server for a Partner Setting Up for a Trading Host Select for the Trading Host Set the Host s Address for a Protocol Setting Up for a Trading Partner Configure for a Trading Partner Set the Partner s Address for a Protocol Configure for a Business Agreement Chapter 9 FTP and FTPS Transports FTP Transport Overview FTP/S Inbound FTP/S Outbound Setting Up FTP/S for a Trading Host Enable FTP/S Inbound Select and Configure FTP/S Inbound Setting Up FTP/S for a Trading Partner Configure FTP/S Outbound

7 Contents vii Setting Up FTP Proxies Chapter 10 SSHFTP Transport SSHFTP Transport Overview Setting Up SSHFTP for a Trading Host Enable SSHFTP Inbound Select and Configure SSHFTP Inbound Setting Up SSHFTP for a Trading Partner Configure SSHFTP Outbound Chapter 11 HTTP, HTTPS, and HTTPSCA Transports Overview Setting Up HTTP/S for a Trading Partner Configure HTTP/S for a Trading Partner Setting Up HTTP Proxies Chapter 12 AS2 Transport AS2 Transport Overview AS2 Transport AS2 Identifiers Setting Up AS2-HTTP/S for a Trading Host Set the Host s AS2 Identifier for a Protocol Setting Up AS2-HTTP/S for a Trading Partner Configure AS2-HTTP/S for a Trading Partner Synchronous and Asynchronous Receipts Chapter 13 AS1 Transport AS1 Transport Overview AS1 Transport Configuring POP3 and SMTP Servers for AS Configure the POP3 AS1 Server Configure an SMTP Server for a Host Configure an SMTP Server for a Partner Setting Up AS1 for a Trading Host Select AS1 for the Trading Host Set the Host s Address for a Protocol Setting Up AS1 for a Trading Partner Configure AS1 for a Trading Partner Set Up the Partner s for a Protocol

8 viii Contents Configure AS1 for a Business Agreement Chapter 14 File Transport File Transport Overview Outbound File Transport Configure Outbound File Transport for a Partner Outbound File Pollers Inbound File Pollers Enable and Configure Inbound File Poller Select File Inbound in the Business Agreement Chapter 15 Inbox Transport Inbox Transport Overview Outbound Inbox Transport Configure Outbound Inbox Transport for a Partner Chapter 16 Message Disposition Notification Receipts Overview Configuring MDN Receipts MDN Receipts and Business Acknowledgments MDN Messages Sent to Private Processes Appendix A Troubleshooting Troubleshooting Transport Problems All Transports FTP Transport Transport Troubleshooting Database Problems Appendix B Scripts Overview FTP Scripts Document Security through PGP File Scripts FTP Inbound FTP and File Outbound Supported FTP Commands File Outbound Managing Errors Retrying Document Posting

9 Contents ix Returning Errors from Scripts Audit Logging in Scripts Appendix C Remote Client Service Audit Log Overview BusinessConnect Remote Audit Log Viewer Index

10 x Contents

11 Tables xi Tables Table 1 General Typographical Conventions xviii Table 1 Business Location, New Dialog Table 2 Business Location, New Contact Table 3 Generate a New PGP Key Pair Table 4 Upload a Private PGP Key from a File Table 5 Import a PGP Key Pair from the ASCII Armor Table 6 Upload from File Table 7 Import from ASCII Armor Table 8 Select Proxy Settings for the Partner Table 9 Edit Protocol Bindings: Operation Binding Tab Table 10 Edit Protocol Bindings: Document Security Tab Table 11 Edit Protocol Bindings: Transports Tab Table 12 Protocol-Specific Terminology Table 13 Server Settings Fields Table 14 CSR Wizard, Step 1 General Information Table 15 Inbound Mail POP3 Servers Table 16 New Proxy Connection Table 17 Activated Protocol Plug-ins and Properties Table 18 TIBCO BusinessConnect Server Properties Overview Table 19 Add New Property Table 20 New Rule for the Private Process Smart Routing Table 21 Credential Alerter Table 22 User Audit Trail Table 23 Edit External User Table 24 Configure the Authentication Source for the External User Table 25 Edit LDAP Connection Table 26 Log Viewer Preferences: All Protocols Table 27 Log Viewer Preferences: Selected Protocol TIBCO BusinessConnect Services Plug-in

12 xii Tables Table 28 Configure Log Search Table 29 Data Reports Table 30 Transport Settings Table 31 Supported File Mask Options Table 32 Inbound FTP/S Settings Table 33 Outbound FTP/S Settings Table 34 Inbound SSH Settings Table 35 Outbound SSHFTP Settings Table 36 Configuring HTTP/S for a Trading Partner: General Tab Table 37 Configuring HTTP/S for a Trading Partner: Transports Tab Table 38 New Transport Dialog for AS2-HTTP/S Table 39 AS2-HTTP/S Transport Table 40 AS1_ Transport Settings Table 41 Outbound File Transport Table

13 Figures xiii Figures Figure 1 Edit a Participant Figure 2 Edit Host Participant: Credentials Tab Figure 3 Edit Partner Participant, Credentials Tab Figure 4 All Authorized Users Figure 5 Edit Business Agreement: User Access Tab Figure 6 All Authorized Users Figure 7 Imported Operations Listed Figure 8 CSR Wizard Step 3, Generated CSR Figure 9 CSR Wizard Step 4, CA Response Figure 10 CSR Wizard Step 5, Complete Certificate Chain Figure 11 CSR Wizard Step 6, Success Figure 12 Imported Server Certificate Figure 13 Outbound HTTP/FTP Proxy Settings Figure 14 Select Outbound Proxy Settings for a Host Figure 15 Result of the Audit Trail Search Figure 16 Audit Trail Details Figure 17 List of Users Created by TIBCO Administrator User Management Figure 18 Allow Permissions for BusinessConnect Components Figure 19 Three Types of Users Figure 20 Edit Administrative Users: General Tab Figure 21 Edit Non-Administrative Users: General Tab Figure 22 Group Membership Tab Figure 23 Add Groups Figure 24 Edit User Permissions Figure 25 Add Participants Figure 26 Participant Permissions for Users Figure 27 Business Agreement Permissions Figure 28 Business Agreements Permissions for Users

14 xiv Figures Figure 29 Set Group Name Figure 30 New Group Dialog Figure 31 Members Tab for Groups Figure 32 Add Users to Groups Figure 33 Participants Permissions for Groups Figure 34 Add Participants Figure 35 Participant Permissions for Groups Figure 36 Business Agreements Permissions for Groups Figure 37 Add BusinessAgreements for Groups Figure 38 Business Agreements Permissions for Groups Figure 39 Log Viewer Figure 40 Log Viewer Figure 41 State Details View Figure 42 Resend History Details Figure 43 No Key Configured Figure 44 The Configured Key is Different Figure 45 The Configured and Retrieved Keys Match Figure 46 Server is Not Available Figure 47 Server Did Not Respond to the SSH Query as Expected Figure 48 The Configured Server Hostname is not Valid Figure 49 BusinessConnect Remote Audit Log Entries

15 xv Preface TIBCO BusinessConnect software is a B2B (business-to-business) gateway that allows your company to engage in electronic commerce with your business partners. Topics Related Documentation, page xvi Typographical Conventions, page xviii Connecting with TIBCO Resources, page xx

16 xvi Related Documentation Related Documentation The following documents form the BusinessConnect documentation set: TIBCO BusinessConnect Installation and Configuration. Read this guide to learn how to install and configure TIBCO BusinessConnect. TIBCO BusinessConnect Concepts: Read this guide to learn about TIBCO BusinessConnect architecture, deployment modes, protocols, and security. TIBCO BusinessConnect Interior Server Administration: Read this guide in order to administer, operate, and manage TIBCO BusinessConnect Interior Server. TIBCO BusinessConnect Gateway Server Administration: Read this guide in order to administer, operate, and manage TIBCO BusinessConnect Gateway Server. TIBCO BusinessConnect Trading Partner Administration: Read this guide to configure and manage trading partners. TIBCO BusinessConnect Scripting Deployment User s Guide: Read this guide to configure and manage TIBCO BusinessConnect using the command line interface. TIBCO BusinessConnect Release Notes: Read this document to learn about new features, changes in functionality, deprecated features, known issues, and closed issues for each release. This document is supplied for each release and is available only in PDF format. Other TIBCO Product Documentation You may find it useful to read the documentation for the following TIBCO products, which may be used or integrated with BusinessConnect: TIBCO Administrator software: The software allows you to manage users, machines and applications defined in a TIBCO Administration Domain. The TIBCO Administrator graphical user interface enables users to deploy, monitor, and start and stop TIBCO applications. TIBCO ActiveMatrix BusinessWorks software: This software is a scalable, extensible, and easy to use integration platform that allows you to develop integration projects. TIBCO BusinessWorks includes a graphical user interface (GUI) for defining business processes and an engine that executes the process. TIBCO Designer software: This graphical user interface is used for designing and creating integration project configurations and building an

17 Preface xvii Enterprise Archive (EAR) for the project. The EAR can then be used by TIBCO Administrator for deploying and running the application. TIBCO Runtime Agent software: This software suite is a prerequisite for other TIBCO software products. In addition to TIBCO Runtime Agent components, the software suite includes the third-party libraries used by other TIBCO products such as TIBCO Designer, Java Runtime Environment (JRE), TIBCO Hawk, and TIBCO Rendezvous. TIBCO Rendezvous : This software enables programs running on many different kinds of computers on a network to communicate seamlessly. It includes two main components: the Rendezvous programming language interface (API) in several languages, and the Rendezvous daemon. TIBCO Enterprise Message Service software: This software provides a message service that enables integration of applications within an enterprise based on the Java Message Service (JMS) specifications.

18 xviii Typographical Conventions Typographical Conventions The following typographical conventions are used in this manual. Table 1 General Typographical Conventions Convention TIBCO_HOME ENV_HOME BC_HOME Use Many TIBCO products must be installed within the same home directory. This directory is referenced in documentation as TIBCO_HOME. The default value of TIBCO_HOME depends on the operating system. For example, on Windows systems, the default value is C:\tibco. Other TIBCO products are installed into an installation environment. Incompatible products and multiple instances of the same product are installed into different installation environments. An environment home directory is referenced in documentation as ENV_HOME. The default value of ENV_HOME depends on the operating system. For example, on Windows systems the default value is C:\tibco. TIBCO BusinessConnect installs into a directory within TIBCO_HOME OR ENV_HOME. This directory is referenced in documentation as BC_HOME. The default value of BC_HOME depends on the operating system. For example on Windows systems, the default value is C:\tibco\bc\version. code font bold code font Code font identifies commands, code examples, filenames, pathnames, and output displayed in a command window. For example: Use MyCommand to start the foo process. Bold code font is used in the following ways: In procedures, to indicate what a user types. For example: Type admin. In large code samples, to indicate the parts of the sample that are of particular interest. In command syntax, to indicate the default parameter for a command. For example, if no parameter is specified, MyCommand is enabled: MyCommand [enable disable]

19 Preface xix Table 1 General Typographical Conventions (Cont d) Convention italic font Key combinations Use Italic font is used in the following ways: To indicate a document title. For example: See TIBCO BusinessConnect Concepts. To introduce new terms. For example: A portal page may contain several portlets. Portlets are mini-applications that run in a portal. To indicate a variable in a command or code syntax that you must replace. For example: MyCommand PathName Key names separated by a plus sign indicate keys pressed simultaneously. For example: Ctrl+C. Key names separated by a comma and space indicate keys pressed one after the other. For example: Esc, Ctrl+Q. The note icon indicates information that is of special interest or importance, for example, an additional action required only in certain circumstances. The tip icon indicates an idea that could be useful, for example, a way to apply the information provided in the current section to achieve a specific result. The warning icon indicates the potential for a damaging situation, for example, data loss or corruption if certain steps are taken or not taken.

20 xx Connecting with TIBCO Resources Connecting with TIBCO Resources How to Join TIBCOmmunity TIBCOmmunity is an online destination for TIBCO customers, partners, and resident experts; a place to share and access the collective experience of the TIBCO community. TIBCOmmunity offers forums, blogs, and access to a variety of resources. To register, go to How to Access All TIBCO Documentation After you join TIBCOmmunity, you can access the documentation for all supported product versions here: How to Contact TIBCO Support For comments or problems with this manual or the software it addresses, please contact TIBCO Support as follows: For an overview of TIBCO Support, and information about getting started with TIBCO Support, visit this site: If you already have a valid maintenance or support contract, visit this site: Entry to this site requires a username and password. If you do not have a username, you can request one.

21 1 Chapter 1 Participants This chapter provides both conceptual and procedural information to help you configure participants for TIBCO BusinessConnect hosts and trading partners. For general information about this product and its architecture, components, and various usage and deployment scenarios, see TIBCO BusinessConnect Concepts. To install and configure the TIBCO BusinessConnect server, see TIBCO BusinessConnect Installation and Configuration Guide. Topics Participants Overview, page 2 Managing Participants, page 2 Editing Participant Data, page 7 General Tab for Participants, page 8 Business Locations Tab for Participants, page 9 Credentials Tab for Participants, page 11 Protocols Tab for Participants, page 23 Proxy Settings Tab for Partners, page 26 User Access Tab for Participants, page 28

22 2 Chapter 1 Participants Participants Overview Participants store a variety of information about trading partners, from the very general (for example the location of the company headquarters) to the detailed (for example, security credentials and available protocols). Hosts and Partners TIBCO BusinessConnect defines two types of participants that can exchange electronic documents: Hosts A host is a participant in a business agreement and an organizational entity within your company. Hosts participate in the electronic documents exchange using the BusinessConnect B2B gateway. There may be one host or multiple hosts whose private keys are stored by TIBCO BusinessConnect. Partners A partner participant is outside of your company and typically has its own B2B gateway, either TIBCO BusinessConnect or some other solution. Your TIBCO BusinessConnect installation stores public keys for your partners. There is little difference between hosts and partners because much of the same information is required to configure both types of participants. An agreement has to be established between a host and a partner. Managing Participants You can manage participants as follows: Create a new participant Create a new participant as explained in Creating a New Participant, page 3. Export or import a participant Export an existing participants data for use in another TIBCO BusinessConnect installation and/or import a participant from another TIBCO BusinessConnect installation, as explained in Export Participant Data, page 4. Copy an existing participant Copy the participant s data. See Copy a Participant, page 4 for more information. Delete a participant Remove the participant from your system. See Delete a Participant, page 5 for more information. Edit participants data Once the participants are created, their data can be changed. See Editing Participant Data, page 7. Search for a participant Use the Search function to search for participant. See Search for a Participant, page 6 for more information.

23 Creating a New Participant 3 Creating a New Participant Before you start creating any participants, you must have at least one protocol installed. To create a new participant: 1. Click BusinessConnect>Participants. 2. Click the New button. 3. Type the name in the Participant Name field 4. Select Host or Partner from the dropdown list. Select Host if this participant is internal to your enterprise; select Partner if this participant is external to your enterprise. Default Host: The first host that you create automatically becomes the default host. If you have created multiple host participants, you can assign any one of them as the default host in System Settings > General Settings. You cannot delete the default host; therefore, if you have only one host participant, you cannot delete it. To delete a default host, first assign a different host participant as the default host, creating a new host participant if necessary. 5. Click OK. A new dialog appears allowing you to provide detailed information about the participant. 6. Select the Active checkbox if you want to activate this participant right away. Otherwise, you can activate this participant later. If the participant is activated, all grammar rules associated with this participant are validated. No validation is performed for an inactive participant. This allows the user to provide only a partial information while the participant is still inactive, and then add the remaining required information when activating the participant. 7. Provide as much information as you require about the address and contact information for the company headquarters. To select legal and support contacts, you must first add these contacts to the system. Add contacts to a business location. See Business Locations Tab for Participants, page 9 for more information.

24 4 Chapter 1 Participants Export Participant Data To export participant data from one TIBCO BusinessConnect installation to another, perform these steps: 1. Select BusinessConnect>Participants. 2. Select the checkbox next to the participant(s) that you want to export. 3. Click the Export button. 4. In the Export Participants dialog, set the password if needed. 5. Click Export Configuration Data. This creates the.csx file with the compressed data of the exported participant. 6. Save the file to the desired location. Import this.csx file into another TIBCO BusinessConnect installation. 7. Click Done. Import Participant Data Before importing participant data into a TIBCO BusinessConnect installation, first install and activate all protocols associated with the participants and import all operations associated with the participants. To import participant data, perform these steps: 1. Select BusinessConnect>Participants. 2. Click Import and then click the link change to identify the.csx file that contains the participants for import. 3. Click Browse, then navigate to and select the.csx file that was created during the export of participant data. 4. Enter the password, if it was used to secure the data during the export. 5. Click Import Participants. 6. Click Done. Copy a Participant To copy a participant, perform these steps: 1. Select BusinessConnect>Participants. 2. Select the checkbox next to the participant you wish to copy. 3. Click Copy.

25 Creating a New Participant 5 4. In the next dialog, enter the name for the new participant. If you open the new participant, you will see that most of its general, business, credentials, protocols, and proxy data has been transferred from the participant it was copied from. When you create a new participant using the Copy function, any unique constraints such as domain IDs, AS transport IDs, and name of the trading partner will not be copied. This data must be later entered for the new trading partner using the steps as explained in Editing Participant Data, page 7. Delete a Participant Delete a Host Default Host: The first host that you create automatically becomes the default host. If you have created multiple host participants, you can assign any one of them as the default host in System Settings > General Settings. You cannot delete the default host; therefore, if you have only one host participant, you cannot delete it unless you add a replacement host. You must first add at least one new host (following the steps described in Creating a New Participant, page 3 and then remove the host you don t need any more.. 1. Select BusinessConnect>System Settings>General Settings. 2. Make sure that the host selected in the dropdown list Default Host is not the one you wish to delete. You cannot select None as the default host. Select an actual host for the default. 3. Click Save. 4. Select BusinessConnect>Participants. 5. Select the checkbox next to the host you wish to delete. 6. Click Delete. Delete a Partner To delete a partner, perform these steps: 1. Select BusinessConnect>Participants.

26 6 Chapter 1 Participants 2. Select the checkbox next to the participant you wish to delete. 3. Click Delete. Search for a Participant In addition to entering the participant s name or selecting it from the list, you can use the Search function to find a specific participant. This allows you to use a wildcard and search for a participant s name when you don t know the exact (full) name. 1. Enter the search string by using the wild card to substitute any characters before, after, or before and after the string you are entering. 2. Click Search. 3. The participant name(s) that correspond to the search criteria will be displayed in the Name list, while the others will be removed 4. To view all participants, click on the Show All link.

27 Editing Participant Data 7 Editing Participant Data To edit participant s data, click on the participant whose information you wish to edit. The Edit Participant dialog appears. Figure 1 Edit a Participant There are five tabs available for managing participants: General Tab for Participants, page 8 Business Locations Tab for Participants, page 9 Credentials Tab for Participants, page 11 Protocols Tab for Participants, page 23 Proxy Settings Tab for Partners, page 26 (only for partner participants) User Access Tab for Participants, page 28

28 8 Chapter 1 Participants General Tab for Participants The General tab allows you to add or change the participant s data such as address and . Most of these fields are optional, except for the following: Participant Name Active checkbox (select to activate the participant) For the following fields, you need to pay attention while entering data: Primary Legal Contact and Primary Support Contact These contacts can also be entered using the Business Location tab. Once you enter all contacts using the Business Location tab, you will come back to the General tab and select the appropriate contacts from the dropdown lists that will have the contact entries.

29 Business Locations Tab for Participants 9 Business Locations Tab for Participants Table 1 Business Location, New Dialog A business location is simply the address and other identifying information for a participant. One participant often has multiple departments or other distinct groups at various locations. You can set up multiple locations for one participant to simplify shipping and billing procedures. A business location can include contacts. A contact is the name, phone number, and address of a person associated with a particular location of a participant. Each business location can have multiple contacts. To add a business location for a participant, perform these steps: 1. Select BusinessConnect>Participants and then click on the name of the participant you are editing 2. Select the Business Locations tab. 3. Click New. The New dialog appears. Provide values for each of the appropriate text fields as explained in Table 1. Field Name (required) Address 1st Line Address 2nd Line Address 3rd Line City/State/Zip Code Country Phone/Fax/ /Web URL Primary Legal Contact Primary Support Contact Enter Only the Name field is required as it identifies the participant. You cannot leave unnamed in this field. Enter the participant s address. Enter the participant s data. Enter country name. Enter the participant s data. Select from the dropdown list. Select from the dropdown list.

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