LINK System Security EDI. On Line Trading Partner Agreement Execution

Transcription

1 LINK System Security EDI On Line Trading Partner Agreement Execution 1

2 Trading Partner Agreement (TPA) Execution Directory Trading Partner Agreement and Exhibit A - Execution TPA Worksheet Enter Required EDI Setup Information Local Security Administrator Access EDI Trading Partner Screens

3 Online Trading Partner Agreement (TPA) Execution Trading Partner Agreement and Exhibit A Execution Trading Partner Agreement (TPA) The NAESB Trading Partner Agreement is comprised of three documents. This section deals with the execution of the two legal documents, the actual Trading Partner Agreement and the Trading Partner Agreement Exhibit A. The documents state required communication protocols, encryption, functional acknowledgements, digital signature, testing, limitation of damages and initial contact information. These two documents must be fully executed before any communications setup or testing can occur. The process will be explained in a step by step process in the pages to come.

4 Enter LINK Security to Begin Go to our homepage and click on Existing User under LINK System Access. You must be the Local Security Administrator or have EDI Admin rights on your ID to enter this module.

5 Enter LINK Security to Begin Click on Please Login and Enter your ID and Password.

6 Enter LINK Security to Begin Once in screen, click on EDI, then EDI TPA Execution.

7 LINK Security TPA Execution To execute a Trading Partner Agreement and Exhibit A click on the New button at the top of the screen.

8 TPA Execution A popup will appear that allows the user to select Spectra Energy business units for TPA execution. The system will create an agreement for each selected. Click in the box on the left of the business unit, then click on the Select button.

9 TPA Execution will appear in a popup. 1. Read the NAESB TPA and Acknowledge your agreement by clicking in the box stating I have read and agree with the above document. 2. Enter Title and type in the electronic signature (Tab off of this field). 3. The Execute button will now be active. Click on the button to execute the TPA. The document will now appear under the pending status. A Spectra Energy representative must perform the final execution. Once complete you will receive an notification. It is possible to save and return to the document at any time. 4. The screen will display the TPA Exhibit A for execution, see in next slide.

10 TPA Exhibit A Execution Exhibit A will appear in a popup. 1. Read the NAESB TPA Exhibit A. 2. Entered the required contact information. 3. Acknowledge your agreement by clicking in the box stating I have read and agree with the above document. 4. Enter Title and type in the electronic signature (Tab off of this field). 5. The Execute button will now be active. Click on the button to execute the TPA Exhibit A. The document will now appear under the pending status. A Spectra Energy representative must perform the final execution. Once complete you will receive an notification. It is possible to save and return to the document at any time.

11 TPA and Exhibit A Amend, View and Print and Trading Partner Exhibit A are always available to. Any Executed TPA or Exhibit A can be Amended by clicking on the Amend button with the curser on the line item for the agreement. Notice the Document status is marked for Executed. It is possible to View and Print your TPA and Exhibit A any time by choosing the Document Status: Executed, Pending or Incomplete and clicking on the View PDF show in the screen. The document will appear with all entered data. Open or save the file in the Adobe popup. Print by clicking on the print Icon once the file is opened.

12 TPA Worksheet Worksheet. Worksheet must be completed to begin testing EDI. All data is entered in the TPA worksheet screen. The screen is presented in a tabular format with one for each category of information provided. The categories are as follows: Contact Information, Connect to Us, Communications, Public Encryption and Transaction Sets.

13 TPA Worksheet Contact Information Worksheet Contact Information Tab 1. To add new contact click on the New button just above the data field. To Edit a contact in the screen place the curser on a line of data that includes the contact and click on the Edit button. A popup will appear to enter data and choose contact types.

14 TPA Worksheet Contact Information Worksheet Contact Information Tab 2. Enter contact information at the top of the page. All fields must be populated. 3. Select the contact type and business unit from the list. It is possible to choose All for a contact type. This will mark each box for business units with Trading Partner Agreements. 4. When all data has been entered and contact types selected, click on the Apply button to populate the Contact Information Tab. 5. To delete user information use the Delete button in the Contact Information Tab data field.

15 TPA Worksheet Connect to Us Worksheet Connect to Us Tab Creating an ID and Password for EDI 1. You must create an ID for both the Test and Production Sites. Choose the environment from the Dropdown at the top of the page. 2. Click on the Create ID button which will activate a popup to enter your ID and Password.

16 TPA Worksheet Connect to Us Worksheet Connect to Us Tab Creating an ID and Password for EDI 3. Enter your ID for our site. All IDs will begin with EDIT or EDIP which already appears in the screen. Complete the remainder of the ID up to 12 additional characters with no spaces or special characters. Enter your Password which must be 8 characters long and vary in 3 of 4 following characteristics: uppercase, lowercase, numeric or special characters. 4. When both are complete without errors, click on the Save button. This will take you back to the Worksheet screen where you can continue to enter information.

17 TPA Worksheet Connect to Us Worksheet Connect to Us Tab Copy PGP Key to Decrypt our data. 1. The key is available for our Test and Production data. Choose the environment from the Dropdown in the PGP section of the page. 2. Click on the Copy PGP Key button which will activate a popup where it is possible to copy the PGP text.

18 TPA Worksheet Connect to Us Worksheet Connect to Us Tab Copy PGP Key to Decrypt our data. 3. Copy text by highlighting and holding down the control key (or right mouse click and click on copy) and Pasting into a file on your PC.

19 TPA Worksheet Communications Worksheet Communications Tab Enter URL and required data. 1. To enter a new site for EDI communications, click on the Proposed radial button. 2. Click on the New button to activate a popup where data can be entered. See the required data on the next slide.

20 TPA Worksheet Communications Worksheet Communications Tab Enter URL and required data. 3. Enter data in all fields to populate the line of data in the Communications Tab. Choose the Region from the dropdown choices of Production, Test and DR. A separate URL, ID and Password must be entered for each region. Click on the Apply button to create the record and close the popup. Repeat the process to enter other possible required regions.

21 TPA Worksheet Communications Worksheet Communications Tab Enter URL and required data. 1. To Edit an existing record, mark the Current radial button, put the curser on the line of data. 2. Click on the Edit button to enter changes to the previously approved information. This will create a new line of data under the Proposed status until it is approved by a Spectra Energy representative.

22 TPA Worksheet Public Encryption Worksheet Public Encryption Tab Enter PGP Key and required data. 1. To Edit an existing record, mark the Current radial button, put the curser on the line of data. 2. Click on the Edit button to enter changes to the previously approved information. This will create a new line of data under the Proposed status until it is approved by a Spectra Energy representative.

23 TPA Worksheet Public Encryption Worksheet Public Encryption Tab Enter PGP Key and required data. 1. To Upload your PGP Key, Click on the Upload button and Import the file using the popup as shown below.. 2. Complete the remaining data fields and click on the Apply button to load data and return to the TPA worksheet screen.

24 TPA Worksheet Transaction Sets Worksheet Transaction Sets Tab Enter Delimiters and Transaction Sets. 1. To enter Delimiters or add Transaction Sets click on the Proposed radial button. 2. Enter any changes, they will be sent for approval by clicking on the Submit button. 1. To enter Transaction Sets, Click on the New button in the Transaction Set box.

25 TPA Worksheet Transaction Sets Worksheet Transaction Sets Tab Enter Delimiters and Transaction Sets. 2. The popup will show all Datasets available for Spectra Energy business units where there is a TPA or Exhibit A in process. 3. It is possible to filter based on business unit, dataset or environment. Select a Dataset by clicking in the associated box. A group of selections can be saved by clicking on the Save selected Datasets button. This will allow continued filtering and selection. 4. When all selections have been made, click on the Apply button to load the data into the TPA Worksheet screen.

26 TPA Worksheet Transaction Sets Worksheet Save/Submit. It is possible for the user to Save the data that has been entered anytime during the process by clicking on the Save button in the top right corner of the screen. When the TPA worksheet is completed the user must click on the Submit button at the top right corner of the screen. Data will be given a Pending status if the TPA and Exhibit A have been fully executed. For the business units that are not fully executed the data will be saved in the Incomplete status.

27 Local Security Administrator The Local Security Administrator (LSA) has the ability to submit Trading Partner Agreements, TPA Exhibit A and TPA Worksheets. It is also possible for the LSA to give their users the ability to Enter and Submit this data. See the new role available in the Local User Administration screen, as shown. The LSA simply gives the Allow Update and Inquire under Security Maintenance EDI Admin Role to allow the user access to EDI screens under LINK System Access.