EZConnect HowTo

EZConnect
How To
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Introduction
EZCONNECT ................................................................................................................................................ 1 HOW TO ........................................................................................................................................................ 1 1. 2. INTRODUCTION................................................................................................................................ 5 HOW TO MAP .................................................................................................................................... 6 2.1. DATABASE TO XML..................................................................................................................... 7 2.1.1. Setting up Trading Partner ..................................................................................................... 7 2.1.2. Setting up Database Schema .................................................................................................. 9 2.1.3. Setting up XML Schema .........................................................................................................10 2.1.4. Setting up new Database to XML map ...................................................................................11 2.1.5. Setting up Document for Trading Partner .............................................................................20 2.1.6. Setting up Database to XML process .....................................................................................26 2.2. XML TO DATABASE ....................................................................................................................28 2.2.1. Setting up Trading Partner ....................................................................................................28 2.2.2. Setting up Database Schema .................................................................................................30 2.2.3. Setting up XML Schema .........................................................................................................31 2.2.4. Setting up new XML to Database map ...................................................................................32 2.2.5. Setting up Document for Trading Partner .............................................................................41 2.2.6. Setting up XML to Database process .....................................................................................46 2.3. DATABASE TO EDI ......................................................................................................................49 2.3.1. Setting up Trading Partner ....................................................................................................49 2.3.2. Setting up Database Schema .................................................................................................51 2.3.3. Setting up new Database to EDI map ....................................................................................52 2.3.4. Setting up Document for Trading Partner .............................................................................63 2.3.5. Setting up Database to EDI process ......................................................................................68 2.4. EDI TO DATABASE ......................................................................................................................71 2.4.1. Setting up Trading Partner ....................................................................................................71 2.4.2. Setting up Database Schema .................................................................................................73 2.4.3. Setting up new EDI to Database map ....................................................................................74 2.4.4. Setting up Document for Trading Partner .............................................................................85 2.4.5. Setting up EDI to Database Process ......................................................................................91 2.5. FLAT FILE TO EDI .......................................................................................................................94 2.5.1. Setting up Trading Partner ....................................................................................................94 2.5.2. Setting up Flat File Schema ...................................................................................................96 2.5.3. Setting up new Flat File to EDI map .....................................................................................97 2.5.4. Setting up Document for Trading Partner ...........................................................................106 2.5.5. Setting up Flat File to EDI process .....................................................................................113 2.6. EDI TO FLAT FILE .....................................................................................................................116 2.6.1. Setting up Trading Partner ..................................................................................................116 2.6.2. Setting up Flat File Schema .................................................................................................118 2.6.3. Setting up new EDI to Flat File map ...................................................................................119 2.6.4. Setting up Document for Trading Partner ...........................................................................130 2.6.5. Setting up EDI to Flat File Process .....................................................................................137 2.7. XML TO EDI.............................................................................................................................140 2.7.1. Setting up Trading Partner ..................................................................................................140 2.7.2. Setting up XML Schema .......................................................................................................142 2.7.3. Setting up new XML to EDI map .........................................................................................143 2.7.4. Setting up Document for Trading Partner ...........................................................................153 2.7.5. Setting up XML to EDI Process ...........................................................................................160 2.8. EDI TO XML.............................................................................................................................163 2.8.1. Setting up Trading Partner ..................................................................................................163 2.8.2. Setting up XML Schema .......................................................................................................165 2.8.3. Setting up new EDI to XML map .........................................................................................166 2.8.4. Setting up Document for Trading Partner ...........................................................................176 2.8.5. Setting up EDI to XML Process ...........................................................................................182
Introduction
2.9. XML TO XML ..........................................................................................................................184 2.9.1. Setting up Trading Partner ..................................................................................................185 2.9.2. Setting up XML Schema .......................................................................................................186 2.9.3. Setting up new XML to XML map ........................................................................................187 2.9.4. Setting up Document for Trading Partner ...........................................................................188 3.9.1. Setting up XML to XML Process..........................................................................................194 2.10. FLAT FILE TO DATABASE ..........................................................................................................197 2.10.1. Setting up Trading Partner .............................................................................................197 2.10.2. Setting up Flat File Schema ............................................................................................198 2.10.3. Setting up new Flat File to Database map ......................................................................199 2.10.4. Setting up Document for Trading Partner ......................................................................211 2.10.5. Setting up Flat File to Database process ........................................................................217 2.11. DATABASE TO FLAT FILE ..........................................................................................................220 2.11.1. Setting up Trading Partner .............................................................................................220 2.11.2. Setting up Database Schema ...........................................................................................221 2.11.3. Setting up Flat File Schema ............................................................................................223 2.11.4. Setting up new Database to Flat File map ......................................................................223 2.11.5. Setting up Document for Trading Partner ......................................................................237 2.11.6. Setting up Database to Flat File process ........................................................................243 2.12. EDI RESPONSE ..........................................................................................................................244 2.12.1. Setting up Trading Partner .............................................................................................245 2.12.2. Setting up new EDI Response map .................................................................................246 2.12.3. Setting up Document for Trading Partner ......................................................................257 3. HOW TO MANAGE SCHEMA ..................................................................................................... 264 3.1. DATABASE ................................................................................................................................264 3.1.1. Adding a Database Schema .................................................................................................264 3.1.2. Editing a Database Schema .................................................................................................265 3.1.3. Deleting a Database Schema ...............................................................................................266 3.1.4. How to create a new Data Source .......................................................................................267 3.2. XML .........................................................................................................................................271 3.2.1. Deleting an XML Schema ....................................................................................................271 3.2.2. Exporting an XML Schema ..................................................................................................272 3.2.3. Importing an XML Schema ..................................................................................................272 3.2.4. Replacing new XML Schema ...............................................................................................273 3.3. FLAT FILE .................................................................................................................................275 3.3.1. Adding a Flat File Schema ..................................................................................................275 3.3.2. Deleting a Flat File Schema ................................................................................................276 3.3.3. Editing a Flat File Schema ..................................................................................................277 3.3.4. Loading IDOCs Lib .............................................................................................................279 3.3.5. Importing a Flat File Schema ..............................................................................................280 3.3.6. Exporting a Flat File Schema ..............................................................................................280 3.3.7. Configuring a Flat File Schema ..........................................................................................280 4. HOW TO MANAGE MAP ............................................................................................................. 282 4.1. 4.2. 4.3. 4.4. 4.5. 5. EDITING A MAP TYPE ................................................................................................................282 DELETING A MAP TYPE .............................................................................................................283 OPENING A MAP TYPE...............................................................................................................283 EXPORTING A MAP TYPE...........................................................................................................284 IMPORTING A MAP TYPE ...........................................................................................................285
HOW TO MANAGE TRADING PARTNER ............................................................................... 286 5.1. 5.2. 5.3. 5.4. ADDING A TRADING PARTNER ..................................................................................................286 EDITING A TRADING PARTNER ..................................................................................................287 DELETING A TRADING PARTNER ...............................................................................................288 IMPORTING A TRADING PARTNER..............................................................................................289
Introduction
5.5. 6. EXPORTING A TRADING PARTNER .............................................................................................290
HOW TO MANAGE DOCUMENT ............................................................................................... 291 6.1. 6.2. 6.3. 6.4. 6.5. ADDING DOCUMENT .................................................................................................................291 EDITING DOCUMENT .................................................................................................................293 DELETING DOCUMENT ..............................................................................................................294 IMPORTING DOCUMENT.............................................................................................................294 EXPORTING DOCUMENT ............................................................................................................294
7.
HOW TO MANAGE JOB ............................................................................................................... 296 7.1. 6.1. 6.2. 6.3. 6.4. 6.5. ADDING A JOB ...........................................................................................................................296 OPENING A JOB .........................................................................................................................297 RUNNING A JOB .........................................................................................................................297 EDITING A JOB...........................................................................................................................299 DELETING A JOB ........................................................................................................................300 CREATE DEPLOYMENT PACKAGE ..............................................................................................301
8.
HOW TO MANAGE PROCESS .................................................................................................... 304 8.1. 8.2. 8.3. 8.4. 8.5. 8.6. 8.7. 8.8. ADDING A PROCESS...................................................................................................................304 EDITING A PROCESS ..................................................................................................................305 RUNNING A PROCESS.................................................................................................................306 DELETING A PROCESS ...............................................................................................................307 OPENING LOG FILE....................................................................................................................308 SHOWING TRACKING .................................................................................................................308 SETUP AN EXTERNAL PROCESS .................................................................................................309 SETUP EZCONNECT COMPONENTS ............................................................................................310
9.
HOW TO MANAGE USER ACCOUNT ....................................................................................... 312 9.1. 9.2. 9.3. VIEWING ALL EXISTING USERS ..................................................................................................312 CREATING NEW USER ................................................................................................................312 DELETING A SELECTED USER .....................................................................................................313
10. 11. 12.
HOW TO SETUP EMAIL CONFIGURATIONS ........................................................................ 314 HOW TO TRACK DOCUMENT................................................................................................... 316 HOW TO MANAGE REPORT ...................................................................................................... 318 VIEW REPORTS ..........................................................................................................................318 PRINT REPORTS .........................................................................................................................319 EXPORT REPORTS ......................................................................................................................320
12.1. 12.2. 12.3. 13. 14. 15.
HOW TO CREATE GLOBAL FUNCTION ................................................................................. 321 HOW TO MANAGE EMAIL TEMPLATE .................................................................................. 322 USING THE TOOLBOX ................................................................................................................ 323
Introduction
1. Introduction
This document includes the following topics: How to Map Using EZConnect How to Manage Schema How to Manage Map How to Manage Trading Partner How to Manage Document How to Manage Chart How to Manage Process How to Set up Email Configuration How to Manage User Account How to Track Documents How to Manage Reports How to Create Global Function How to Manage Email Template Using Toolbox
How to map
2. How to map
EZConnect now supports visual mapping between source schema and target schema. The contents of one schema are mapped, or transformed, to another schema. An XML, or Flat File, a database, or EDI file, can be mapped to a different target XML document, Flat File text document, EDI file, or database. Thus nodes/elements/attributes in the source schema are connected to other nodes/elements/attributes in the target schema. This section will guide you how to map from a source data to target data using EZConnect. Specifically this section will address the basics of mapping: Database to XML XML to Database Database to EDI EDI to Database Flat File to EDI EDI to Flat File XML to EDI EDI to XML XML to XML Flat File to Database Database to Flat File EDI Response
Back to Top
How to map
2.1.
Database to XML
Select this map type when the data to be translated originates from a database and is destined for an XML file. This map type allows you visually mapping relational data and XML file based on industrystandard W3C XQuery technologies. You can execute your newly created Database to XML mapping to verify that it produces the desired XML data output from your relational data. Preparation for Mapping Database to XML It is a requirement that a Database and XML schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up Database Schema Step 3: Setting up XML Schema Step 4: Setting up new Database to XML map Step 5: Setting up Document for Trading Partner Step 6: Setting up Database to XML process
Mapping Database to XML
2.1.1. Setting up Trading Partner

To begin sending and receiving files with a trading partner, you must first create Trading Partner in EZConnect. To do this, complete the following steps: 1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight
How to map
the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
5. Enter the important Trading Partner Information including Customer Name, Customer Number. 6. Provide the related EDI information you want to include for the Trading Partner. 7. Click on Save button on Action Menu to continue configuring the settings for the Alert, Notification and Transmission pull-down menus in the Communication Settings. 8. Enter the contact information you want to include for the Trading Partner in Contacts tab. 9. Enter the notes information you want to include for the Trading Partner in Notes tab. 10. Click on Save button on Action Menu to save the settings.
11. Click on Close to close the Trading Partner Information window and return to Trading Partner
Manager workspace.
How to map
2.1.2. Setting up Database Schema
1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on Main Menu bar or click Database on Schemas section of Main Menu Tree to open Database Connection workspace. 2. Click Add button on the Toolbar menu or right click on the database connection and choose Add. 3. The Database Connection Interface opens
4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN). Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server.
How to map
7. Select some desired tables and then click Save in Action menu to save changes. 8. Click Close in Action menu to close the Database Connection window and return to Database Connection workspace.
2.1.3. Setting up XML Schema
1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Click Import button on the Toolbar or right mouse click on XML Schemas workspace and then choose Import. 3. The Import XML Schema window opens.
4. Fill in the schema name in Schema Name field. 5. In Schema file field, browser and choose the appropriate XML schema. 6. Fill in the Note. 7. Click on Save in Action menu to save changes.
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How to map
2.1.4. Setting up new Database to XML map

Setup Map 1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar. 3. The Map Manager - Map Setup Wizard window opens.
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How to map
4. In the Choose Map Type panel, select the Database item in Source Type and the XML item in the Target Type. 5. Click Next. The Setup Map Database to XML Details interface opens.
6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the Database Information, select the database in DB Connection drop down list and click on Test button to test connection. Or Click the Add New button to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to
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How to map
select tables, the user must go to Database Schema to select.
8. In the Schema Information, select a XML schema from the XML Schemas List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup
Wizard window.
10. Click Cancel to close the interface without creating the new map.
Start Mapping After successfully added new Database to XML map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens. 2. EZConnect 9 supports Database as the source or target of data mapping. To create Database to XML mapping, simply drag and drop the appropriate columns from source Database tree to the XML nodes from target XML tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source. 3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag and drop mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the Country column in OrdList table drags and drops to the country node in Purchase Order Schema and the appropriate code is generated automatically in Code Pane window.
In addition, EZConnect 9 now supports the Toolbox panel in the left hand side of Map Editor. The Toolbox displays icons for code macro items that you can add to Code Pane window. Each code macro in Code Pane can be dragged and dropped into Toolbox panel or vice versa. Each time you return to Map Editor, the Toolbox automatically scrolls to the group and item most recently selected.
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How to map
4. To navigate through the elements/nodes, just click on elements/nodes in the target pane. the appropriate codes associated with them are generated in the Code Pane. For example, in the illustrative figure below, the user is clicking on an Name element in the Purchase Order Schema, and the appropriate code generation appears in the Code Pane Window.
5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit,
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How to map
and testing the SQL statements used to define any relational database tables and views as a customized XML data source.
The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated below, the variables are defined globally. We can access them through Code Pane window with the syntax: GLOBAL.VariableName
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How to map
The Function Editor is used to create definitions of new functions associated with the selected map. The functions are defined globally and then access them through Code Pane window with the syntax: GLOBAL.FunctionName
The Local Translation Editor is used to translate the value. The variables are defined globally and then access them through Source Code Pane window with the syntax: FUNC.LocalTranslation("Value Name")
The Auto Convert Setting is used to convert the source objects to specific converted strings. The strings are defined in Auto Convert Setting and drag and drop between source and target tree view nodes.
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How to map
6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the DB object.
Tip: Just type as usual in the Code Pane and EZConnect 9 will automatically sense what the function you are trying to type and provide a drop down box of matching functions and their method signatures.
7. Furthermore, you can execute your newly created Database to XML mapping to verify that it produces the desired XML data output from your relational data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate Trading Partner and document to start mapping.
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How to map
Note: In order to run the map, setting up Trading Partner and Document are required. For more information, see Adding Trading Partner and Adding Document.
Figures below show the compile options. Any build errors encountered are displayed in the Output Pane window.
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How to map
The XML results are displayed in Check Output Pane window
8. Once you are satisfied with the results, save the map. Database to XML data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.
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How to map
2.1.5. Setting up Document for Trading Partner
1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document Database to XML by selecting Database item from the Source Type and XML item from Target Type to add to the Trading Partner and click Next.
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How to map
6. Highlight the map (document) to assign to this Trading Partner and click Next.
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How to map
7. In Settings panel, provide basic settings for documents.
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How to map
Choose appropriate File Extension dropdown list. Available choices are .txt, .doc, .rtf and .xml. Enter File Count number. Fill in the XML File prefix. Note: All field noted with * are required. 8. In Communication panel, select a communication type for your document.
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How to map
9. Review Summary screen contents. Missing required information will be listed in red. Use the Back button to return to the Document Setup screen and enter any required information. The Finish button will not activate until the Document Setup Wizard is completed correctly.
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How to map
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How to map
2.1.6. Setting up Database to XML process
1. 2.
Open a job to add process. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process The Add Process window opens.
3.
4. 5.
Fill in the process name in Process Name field. Choose the type of process Database to XML by selecting Database item from the Source Type and XML item from Target Type. Click Save on Action menu to continue process configuration.
6.
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How to map
Note: The type selected determines the number of predefined configuration steps that will be available when the new process is saved. Each Tab provides additional options for further defining the process being created or modified.
7. 8.
Configure the process by clicking on each tab to fill the appropriate information. Click on Save in the Action menu to save the information.
Back to How to Map
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How to map
2.2.
XML to Database
Select this map type when the data to be translated originates from a XML file that is destined to a database. This map type allows you visually mapping between XML file based on industry-standard W3C XQuery technologies and relational data. You can execute your newly created XML to Database mapping to verify that it produces the desired rational data output from your XML file. Preparation for Mapping XML to Database It is a requirement that a Database and XML schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details) Step 1: Setting up Trading Partner Step 2: Setting up Database Schema Step 3: Setting up XML Schema Step 4: Setting up new XML to Database map Step 5: Setting up Document for Trading Partner Step 6: Setting up XML to Database process
Mapping XML to Database

To begin sending and receiving files with a trading partner, you must first create Trading Partner in EZConnect. To do this, complete the following steps: 1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered.
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How to map
3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
Manager workspace.
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How to map
4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN). Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server. 7. Select some desired tables and then click Save in Action menu to save changes.
8. Click Close in Action menu to close the Database Connection window and return to 30
How to map
Database Connection workspace.

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How to map
2.2.4. Setting up new XML to Database map
Setting up map 1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar. 3. The Map Manager - Map Setup Wizard window opens.
4. In the Choose Map Type panel, select the XML item in Source Type and the Database item in
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How to map
the Target Type. 5. Click Next. The Setup Map XML to Database Details interface opens.
6. In the Map Information, fill in the Map Name, Map ID and Notes for this map type. 7. In the Schema Information, select a XML schema from the XML Schemas List. 8. In the Database Information, select the database in DB Connection drop down list and click on Test button to test connection Or Click the Add New button to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to
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How to map
select tables, the user must go to Database Schema to select. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 10. Click Cancel to close the interface without creating the new map. Start mapping After successfully added new XML to Database map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create XML to Database mapping, simply drag and drop the XML nodes from the source XML tree to the appropriate columns from the target Database tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag and drop mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the country node in Purchase Order Schema drag and drop to the ShipCountry in Ord table and the appropriate code is generated automatically in Code Pane window.
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How to map
4. To navigate through the elements and appropriate codes that associated with them, just click on elements in the Source Pane. 5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit, and testing the SQL statements used to define any relational database tables and views as a customized XML data source.
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How to map
The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated below, the variables are defined globally. We can access them through Source Code Pane window with the syntax: GLOBAL.VariableName
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How to map
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How to map
6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the FUNC object.
Tip: Just type as usual in the Source Code pane and EZConnect 9 will automatically sense what the function you are trying to type and provide a drop down box of matching
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How to map
functions and their method signatures.
7. Furthermore, you can execute your newly created XML to Database mapping to verify that it produces the desired data output from your XML data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP, document and browser the XML file to start mapping.
Note: In order to run the map, setting up Trading Partner and Document are required.
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How to map
8. Once you are satisfied with the results, save the map. XML to Database data sources store the database connection properties you have specified, as well as the SQL statements and the codes that you have created.
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How to map
1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document XML to Database by selecting XML item from the Source Type and Database item from Target Type to add to the Trading Partner and click Next.
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How to map
7. In Settings panel, provide basic settings for documents
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How to map
Choose appropriate Cust Number XPath and Doc Type XPath by selecting the node to fill in the Cust Number XPath and Doc Type XPath textbox Fill in the Document Type Value. Fill in the XML File prefix and set the file count in the File Count scroll control. Note: All field noted with * are required. 8. Configure for Functional Acknowledgement.
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How to map
Choose path for placing the file of Functional Acknowledgement on server or client machine. In the Select doc to run, select a DB2XML map for Functional Acknowledgement. 9. In Communication panel, select a communication type for your document
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How to map
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How to map
2.2.6. Setting up XML to Database process

1. 2.
Open the job to add process The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process. The Add Process window opens.
3.
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How to map
4. 5.
Fill in the process name in Process Name field. Choose the type of process XML to Database by selecting XML item from the Source Type and Database item from Target Type. Click Save on Action menu to continue process configuration. <Show Figure>
6.
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How to map
Note: The type selected determines the number of predefined configuration steps that will be available when the new process is saved. Each Tab provides additional options for further defining the process being created or modified. 9. Configure the process by clicking on each tab to fill the appropriate information. 10. Click on Save in the Action menu to save the information.
Back to How to Map
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How to map
2.3.
Database to EDI
Select this map type when the data to be translated originates from a database and is destined an EDI formatted document.
This map type allows you visually mapping rational data and EDI file. You can execute your newly created Database to EDI mapping to verify that it produces the desired EDI data output from your rational data. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping Database to EDI It is a requirement that a Database schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up Database Schema Step 3: Setting up new Database to EDI map Step 4: Setting up Document for Trading Partner Step 5: Setting up Database to EDI process
Mapping Database to EDI

To begin sending and receiving files with a trading partner, you must first create Trading Partner in
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How to map
EZConnect. To do this, complete the following steps: 1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
5. Enter the important Trading Partner Information including Customer Name, Customer Number. 6. Provide the related EDI information you want to include for the Trading Partner. 7. Click on Save button on Action Menu to continue configuring the settings for the Alert, Notification and Transmission pull-down menus in the Communication Settings.
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8. Enter the contact information you want to include for the Trading Partner in Contacts tab. 9. Enter the notes information you want to include for the Trading Partner in Notes tab. 10. Click on Save button on Action Menu to save the settings. 11. Click on Close to close the Trading Partner Information window and return to Trading Partner Manager workspace.

1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on Main Menu bar or click Database on Schemas section of Main Menu Tree to open Database Connection workspace. 2. Click Add button on the Toolbar menu or right click on the database connection and choose Add. 3. The Database Connection Interface opens.
4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN).
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Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server. 7. Select some desired tables and then click Save in Action menu to save changes. 8. Click Close in Action menu to close the Database Connection window and return to Database Connection workspace.
2.3.3. Setting up new Database to EDI map

Setup Map 1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar. 3. The Map Manager - Map Setup Wizard window opens.
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4. In the Choose Map Type panel, select the Database item in Source Type and the EDI item in the Target Type. 5. Click Next. The Setup Map Database to EDI Details interface opens.
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6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the Database Information, select the database in DB Connection drop down list and click on Test button to test connection. -ORClick the Add New button to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to select tables, the user must go to Database Schema to select. 8. In the EDI Information, select a Standard, Version and Message ID from EDI List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup
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Wizard window. 10. Click Cancel to close the interface without creating the new map.
Start mapping
After successfully added new Database to EDI map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens. 2. To create Database to EDI mapping, simply drag and drop the appropriate columns from source Database tree to the EDI nodes from the target EDI tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
Note: Typically, not all of the nodes will actually contain data, so the project author must be sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes. 3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag and drop mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the appropriate code is generated automatically in Code Pane window.
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4. To navigate through the nodes and appropriate codes that associated with them, just click on nodes in the source pane. For example, in the illustrative figure below, the user is clicking on an element 324 Purchase Order Number in the Target EDI, and the appropriate code generation appears in the Code Pane window.
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EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit, and testing the SQL statements used to define any relational database tables and views as a customized XML data source.
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The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated below, the variables are defined globally. We can access them through Source Code Pane window with the syntax: GLOBAL.VariableName
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements.
8. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the DB object.
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Tips Just type as usual in the Source Code pane and EZConnect 9 will automatically sense what the function you are trying to type and provide a drop down box of matching functions and their method signatures.
9. Furthermore, you can execute your newly created Database to EDI mapping to verify that it produces the desired EDI data from your relational data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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10. Once you are satisfied with the results, save the map. Database to EDI data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document Database to EDI by selecting Database item from the Source Type and EDI item from Target Type to add to the Trading Partner and click Next.
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Fill in the appropriate EDI information in Envelop Information and GS Information panel. Configure advanced EDI settings including Delimiters and ST Setup. Note: all field noted with * are required. 8. In Communication panel, select a communication type for your document.
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2.3.5. Setting up Database to EDI process

1. 2.
Open the job to add process The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process. The Add Process window opens.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process Database to EDI by selecting Database item from the Source Type and EDI item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
Back to How to Map
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2.4.
EDI to Database
Select this map type when the data to be translated originates from an EDI formatted document and is destined to a database.
This map type allows you visually mapping between EDI file and rational data. You can execute your newly created EDI to Database mapping to verify that it produces the desired rational data output from your EDI data file. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping EDI to Database It is a requirement that a Database schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up Database Schema Step 3: Setting up new EDI to Database map Step 4: Setting up Document for Trading Partner Step 5: Setting up EDI to Database process
Mapping EDI to Database

To begin sending and receiving files with a trading partner, you must first create Trading Partner in EZConnect. To do this, complete the following steps:
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1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
5. Enter the important Trading Partner Information including Customer Name, Customer Number. 6. Provide the related EDI information you want to include for the Trading Partner. 7. Click on Save button on Action Menu to continue configuring the settings for the Alert, Notification and Transmission pull-down menus in the Communication Settings. 8. Enter the contact information you want to include for the Trading Partner in Contacts tab.
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9. Enter the notes information you want to include for the Trading Partner in Notes tab. 10. Click on Save button on Action Menu to save the settings. 11. Click on Close to close the Trading Partner Information window and return to Trading Partner Manager workspace.

4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN).
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Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server. 7. Select some desired tables and then click Save in Action menu to save changes. 8. Click Close in Action menu to close the Database Connection window and return to Database Connection workspace.
2.4.3. Setting up new EDI to Database map

Setting up Map 1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar. 3. The Map Manager - Map Setup Wizard window opens.
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4. In the Choose Map Type panel, select the EDI item in Source Type and the Database item in the Target Type. 5. Click Next. The Setup Map EDI to Database Details interface opens
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6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the EDI Information, select a Standard, Version and Message ID from EDI List. 8. In the Database Information, select the database in DB Connection drop down list and click on Test button to test connection. Or Click the Add New button to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to select tables, the user must go to Database Schema to select. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup
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Start mapping
After successfully added new EDI to Database map, you can start mapping by following steps. 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
Note: The Database tree won't list nodes if the project author doesn't choose the tables when setting up the Database Scheme 2. To create EDI to Database mapping, simply drag and drop the EDI nodes from the source EDI tree to the appropriate columns from target Database tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
Note: Typically, not all of the nodes will actually contain data, so the project author must be sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes.
3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag and drop mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the appropriate code is generated automatically in Code Pane window.
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4. To navigate through the nodes and appropriate codes that associated with them, just click on nodes in the source pane. For example, in the illustrative figure below, the user is clicking on an element 330 Quantity Ordered' in the Source EDI, and the appropriate code generation appears in the Code Pane window.
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5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit, and testing the SQL statements used to define any relational database tables and views as a customized XML data source.
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The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated above, the variables are defined globally. We can access them through Code Pane window with the syntax: GLOBAL.VariableName
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The Function Editor is used to create definitions of new functions associated with the selected map. The functions are defined globally and then access them through Code Pane window with the syntax: GLOBAL.FunctionName The Local Translation Editor is used to translate the value. As illustrated below, the variables are defined globally. We can access them through Source Code Pane window with the syntax: FUNC.LocalTranslation("Value Name")
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will
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automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the DB object.
Tips Just type as usual in the Source Code pane and EZConnect 9 will automatically sense what the function you are trying to type and provide a drop down box of matching functions
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and their method signatures.
7. Furthermore, you can execute your newly created EDI to Database mapping to verify that it produces the desired database data from your EDI data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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8. Once you are satisfied with the results, save the map. EDI to Database data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document EDI to Database by selecting EDI item from the Source Type and Database item from Target Type to add to the Trading Partner and click Next.
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7. In Settings panel, provide basic settings for documents
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Fill in the appropriate EDI information in Envelop Information and GS Information panel. Note: all field noted with * are required. 8. Configure for Functional Acknowledgement.
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Choose path for placing the file of Functional Acknowledgement on server or client machine. In the Select doc to run, select an EDI Response for Functional Acknowledgement. 9. In Communication panel, select a communication type for your document
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2.4.5. Setting up EDI to Database Process

1. 2.
Open the job to add process. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process. The Add Process window opens.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process EDI to Database by selecting EDI item from the Source Type and Database item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
Back to How to Map
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2.5.
Flat File to EDI
Select this map type when the data to be translated originates from a Flat File and is destined for an EDI formatted document. This map type allows you visually mapping between Flat File and EDI file. You can execute your newly created Flat File to EDI mapping to verify that it produces the desired EDI data output from your Flat File data. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping Flat File to EDI It is a requirement that a Flat File schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up Flat File Schema Step 3: Setting up new Flat File to EDI map Step 4: Setting up Document for Trading Partner Step 5: Setting up Flat File to EDI process
Mapping Flat File to EDI

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2.5.2. Setting up Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Click Add button on the Toolbar or right mouse click on Flat File Schemas workspace and then choose Add. 3. The Add New Flat File Interface opens.
4. Fill in the schema name in the Schema Name field. 5. Fill in the Notes. 6. Click on Save in Action menu to save changes.
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2.5.3. Setting up new Flat File to EDI map
4. In the Choose Map Type panel, select the Flat File item in Source Type and the EDI item in
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the Target Type. 5. Click Next. The Setup Map Flat File to EDI Details interface opens.
6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the Flat File Information, select a Flat File schema from the Flat File Schemas List. 8. In the EDI Information, select a Standard, Version and Message ID from EDI List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 10. Click Cancel to close the interface without creating the new map.
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Start mapping
After successfully added new Flat File to EDI map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create Flat File to EDI mapping, simply drag and drop the Flat File nodes from the source Flat File tree to the EDI nodes from the target EDI tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
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5. EZConnect 9 also provides tools, the Variable Editor is used to add, remove the defined variable associated with the selected map.
As illustrated below, the variables are defined globally. We can access them through Source Code Pane window with the syntax: GLOBAL.VariableName
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the FF object.
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7. Furthermore, you can execute your newly created Flat File to EDI mapping to verify that it produces the desired EDI data from your relational data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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8. Once you are satisfied with the results, save the map. Flat File to EDI data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. <Show Figure> 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document Flat File to EDI by selecting Flat File item from the Source
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Type and EDI item from Target Type to add to the Trading Partner and click Next.
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7. In Settings panel, provide basic settings for documents: Choose appropriate Cust Number Path and Doc Type Path by selecting the node to fill in the Cust Number Path and Doc Type Path text box.
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Fill in the Flat File prefix. Enter file count number in File Count scroll control. 8. Fill in the appropriate EDI information in Envelop Information and GS Information panel
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9. Configure advanced EDI settings including Delimiters and ST Setup.
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Note: all field noted with * are required. 10. In Communication panel, select a communication type for your document
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2.5.5. Setting up Flat File to EDI process

1. 2.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process Flat File to EDI by selecting Flat File item from the Source Type and EDI item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
Back to How to Map
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2.6.
EDI to Flat File
Select this map type when the data to be translated originates from an EDI formatted document and is destined for a Flat File. This map type allows you visually mapping between EDI file and Flat File. You can execute your newly created EDI to Flat File mapping to verify that it produces the desired Flat File data output from your EDI data file. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping EDI to Flat File It is a requirement that a Flat File schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up Flat File Schema Step 3: Setting up new EDI to Flat File map Step 4: Setting up Document for Trading Partner Step 5: Setting up EDI to Flat File process
Mapping EDI to Flat File

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2.6.3. Setting up new EDI to Flat File map
4. In the Choose Map Type panel, select the EDI item in Source Type and the Flat File item in
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the Target Type. 5. Click Next. The Setup Map EDI to Flat File Details interface opens.
6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the EDI Information, select a Standard, Version and Message ID from EDI List. 8. In the Flat File Information, select a Flat File schema from the Flat File Schemas List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 10. Click Cancel to close the interface without creating the new map.
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Start mapping
After successfully added new EDI to Flat File map, you can start mapping by following steps:
1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens. 2. To create EDI to Flat File mapping, simply drag and drop the EDI nodes from the source EDI tree to the Flat File nodes from the target Flat File tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the EDI object.
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7. Furthermore, you can execute your newly created EDI to Flat File mapping to verify that it produces the desired Flat File data from your EDI data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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Once you are satisfied with the results, save the map. EDI to Flat File data sources store both the mapping properties you have specified, as well as the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document EDI to Flat File by selecting EDI item from the Source Type and Flat File item from Target Type to add to the Trading Partner and click Next.
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7. In Settings panel, provide basic settings for documents: Fill in the appropriate EDI information in Envelop Information and GS Information panel.
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Choose appropriate File Extension drop down list. Available choices are .txt, .doc, .rtf and .xml.
Fill in the Flat File prefix. Enter file count number in File Count scroll control. Enter the maximum number transaction sets per file in Max ST/File scroll control.
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Note: all field noted with * are required. 8. Configure for Functional Acknowledgement.
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Choose path for placing the file of Functional Acknowledgement on server or client machine. In the Select doc to run, select an EDI Response for Functional Acknowledgement. 9. In Communication panel, select a communication type for your document
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2.6.5. Setting up EDI to Flat File Process

1. 2.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process EDI to Flat File by selecting EDI item from the Source Type and Flat File item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
Back to How to Map
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2.7.
XML to EDI
Select this map type when the data to be translated originates from a XML file and is destined for an EDI formatted document. This map type allows you visually mapping between XML file and EDI file. You can execute your newly created XML to EDI mapping to verify that it produces the desired EDI data output from your XML data file. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping XML to EDI It is a requirement that a XML schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details) Step 1: Setting up Trading Partner Step 2: Setting up XML Schema Step 3: Setting up new XML to EDI map Step 4: Setting up Document for Trading Partner Step 5: Setting up XML to EDI process
Mapping XML to EDI

To begin sending and receiving files with a trading partner, you must first create Trading Partner in EZConnect. To do this, complete the following steps: 1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item
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in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
5. Enter the important Trading Partner Information including Customer Name, Customer Number. 6. Provide the related EDI information you want to include for the Trading Partner. 7. Click on Save button on Action Menu to continue configuring the settings for the Alert, Notification and Transmission pull-down menus in the Communication Settings. 8. Enter the contact information you want to include for the Trading Partner in Contacts tab. 9. Enter the notes information you want to include for the Trading Partner in Notes tab.
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10. Click on Save button on Action Menu to save the settings. 11. Click on Close to close the Trading Partner Information window and return to Trading Partner Manager workspace.

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2.7.3. Setting up new XML to EDI map
4. In the Choose Map Type panel, select the XML item in Source Type and the EDI item in the
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Target Type. 5. Click Next. The Setup Map XML to EDI Details interface opens.
6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the Schema Information, select a XML schema from the XML Schemas List. 8. In the EDI Information, select a Standard, Version and Message ID from EDI List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 10. Click Cancel to close the interface without creating the new map.
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Start mapping After successfully added new XML to EDI map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create XML to EDI mapping, simply drag and drop the XML nodes from the source XML tree to the EDI nodes from the target EDI tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
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4. To navigate through the nodes and appropriate codes that associated with them, just click on nodes in the source pane.
For example, in the illustrative figure below, the user is clicking on an element 234 Product/Service ID in the Target EDI, and the appropriate code generation appears in the Code Pane window.
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the XML object.
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7. Furthermore, you can execute your newly created XML to EDI mapping to verify that it produces the desired EDI data from your XML data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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Once you are satisfied with the results, save the map. XML to EDI data sources store both the mapping properties you have specified, as well as the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document XML to EDI by selecting XML item from the Source Type and EDI item from Target Type to add to the Trading Partner and click Next. <Show Figure>
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7. In Settings panel, provide basic settings for documents:
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Choose the appropriate Cust Number XPath and Doc Type XPath by selecting the node to fill in the Cust Number XPath and Doc Type XPath text box or set Input File Information. Fill in the XML file prefix. Fill in the appropriate EDI information in Envelop Information and GS Information panel.
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8. Configure advanced EDI settings including Delimiters and ST Setup.
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Note: all field noted with * are required. 9. In Communication panel, select a communication type for your document.
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2.7.5. Setting up XML to EDI Process

1. 2.
Open the job to add process. Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process. The Add Process window opens.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process XML to EDI by selecting XML item from the Source Type and EDI item from Target Type. Click Save on Action menu to continue process configuration.
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7. 8.
Back to How to Map
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2.8.
EDI to XML
Select this map type when the data to be translated originates from a EDI formatted document and is destined for a XML file. This map type allows you visually mapping between EDI file and XML file. You can execute your newly created EDI to XML mapping to verify that it produces the desired XML data output from your EDI data file. You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the implementation guidelines can come in many formats. Preparation for Mapping EDI to XML It is a requirement that a XML schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up XML Schema Step 3: Setting up new EDI to XML map Step 4: Setting up Document for Trading Partner Step 5: Setting up EDI to XML process
Mapping EDI to XML

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1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens
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2.8.3. Setting up new EDI to XML map
4. In the Choose Map Type panel, select the EDI item in Source Type and the XML item in the
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Target Type. 5. Click Next. The Setup Map EDI to XML Details interface opens.
6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the EDI Information, select a Standard, Version and Message ID from EDI List. 8. In the Schema Information, select a XML schema from the XML Schemas List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 10. Click Cancel to close the interface without creating the new map.
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Start mapping
After successfully added new EDI to XML map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create EDI to XML mapping, simply drag and drop the EDI nodes from the source EDI tree to the XML nodes from the target XML tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
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4. To navigate through the nodes and appropriate codes that associated with them, just click on nodes in the source pane.
For example, in the illustrative figure below, the user is clicking on an element CATALOG_NO in the Target XML, and the appropriate code generation appears in the Code Pane window.
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the EDI object.
7. Furthermore, you can execute your newly created EDI to XML mapping to verify that it produces the desired XML data from your relational data. To run map, simply click the Run
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Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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Once you are satisfied with the results, save the map. EDI to XML data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document EDI to XML by selecting EDI item from the Source Type and XML item from Target Type to add to the Trading Partner and click Next.
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Choose appropriate File Extension drop down list. Available choices are .txt, .doc, .rtf and .xml. Enter File Count number. Fill in the XML File prefix. Note: all field noted with * are required. 8. Configure for Functional Acknowledgement.
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Choose path for placing the file of Functional Acknowledgement on server or client machine. In the Select doc to run, select an EDI Response for Functional Acknowledgement. 9. In Communication panel, select a communication type for your document.
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2.8.5. Setting up EDI to XML Process

1. 2.
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process EDI to XML by selecting EDI item from the Source Type and XML item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
2.9.
XML to XML
Select this map type when the data to be translated originates from a XML file and is destined for other XML formatted document. This map type allows you visually mapping between XML files. You can execute your newly created XML to XML mapping to verify that it produces the desired other XML data output from your XML data file. Preparation for Mapping EDI to XML It is a requirement that a XML schema should be linked prior mapping.
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The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up XML Schema Step 3: Setting up new XML to XML map Step 4: Setting up Document for Trading Partner Step 5: Setting up XML to XML process
Mapping XML to XML

To begin sending and receiving files with a trading partner, you must first create Trading Partner in EZConnect. To do this, complete the following steps: 1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner > Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. This is a template for all of the trading partner information that will be entered. 3. Click Add Trading Partner button on the Trading Partner Manager Toolbar or highlight the available Trading Partner and right mouse click on it and then choose Add Trading Partner in drop down list. 4. The Trading Partner Information window opens.
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5. Enter the important Trading Partner Information including Customer Name, Customer Number. 6. Provide the related EDI information you want to include for the Trading Partner. 7. Click on Save button on Action Menu to continue configuring the settings for the Alert, Notification and Transmission pull-down menus in the Communication Settings. 8. Enter the contact information you want to include for the Trading Partner in Contacts tab. 9. Enter the notes information you want to include for the Trading Partner in Notes tab. 10. Click on Save button on Action Menu to save the settings. 11. Click on Close to close the Trading Partner Information window and return to Trading Partner Manager workspace.

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Click Import button on the Toolbar or right-click anywhere in the XML Schemas workspace, then click Import. 3. The Import XML Schema window opens.
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2.9.3. Setting up new XML to XML map

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4. In the Choose Map Type panel, select the XML item in Source Type and the XML item in the Target Type. 5. Click Next. The Setup Map XML to XML Details interface opens.

1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document XML to XML by selecting XML item from the Source Type
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and XML item from Target Type to add to the Trading Partner and click Next.
3. 6. Highlight the map (document) to assign to this Trading Partner and click Next.
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7. In Settings panel, provide basic settings for documents: Choose the appropriate Cust Number XPath and Doc Type XPath by selecting the node to fill in the Cust Number XPath and Doc Type XPath text box or set Input File Information
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Fill in the XML file prefix. Fill the information in the Settings.
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8. In Communication panel, select a communication type for your document
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3.9.1. Setting up XML to XML Process

1. Open the job to add process. 2. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process. 3. The Add Process window opens.
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4. Fill in the process name in Process Name field. 5. Choose the type of process XML to XML by selecting XML item from the Source Type and XML item from Target Type. 6. Click Save on Action menu to continue process configuration.
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Note: The type selected determines the number of predefined configuration steps that will be available when the new process is saved. Each Tab provides additional options for further defining the process being created or modified. 7. Configure the process by clicking on each tab to fill the appropriate information. 8. Click on Save in the Action menu to save the information.
Back to How to Map
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2.10.
Flat File to Database
Select this map type when the data to be translated originates from a Flat File and is destined for a database. This map type allows you visually mapping between Flat File and relational data. You can execute your newly created Flat File to Database mapping to verify that it produces the desired rational data output from your Flat File. Preparation for Mapping Flat File to Database It is a requirement that a Flat File schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click each step to see the details) Step 1: Setting up Trading Partner Step 2: Setting up Flat File Schema Step 3: Setting up new Flat File to Database map Step 4: Setting up Document for Trading Partner Step 5: Setting up Flat File to Database process
Mapping Flat File to Database
2.10.1.
Setting up Trading Partner
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2.10.2.
Setting up Flat File Schema
1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace.
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2. Click Add button on the Toolbar or right mouse click on Flat File Schemas workspace and then choose Add. 3. The Add New Flat File Interface opens.
2.10.3.
Setting up new Flat File to Database map
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4. In the Choose Map Type panel, select the Flat File item in Source Type and the Database item in the Target Type. 5. Click Next. The Setup Map Flat File to Database Details interface opens.
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In the Map Information, fill in the Map Name and Notes for this map type. In the Flat File Information, select a Flat File schema from the Flat File Schemas list. In the Database Information, select the database in DB Connection drop down list and click Test to test connection. -ORClick Add New to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to select tables, the user must go to Database Schema to select. 6. Click Finish to save the new map definition and close the Map Manager - Map Setup
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Start mapping
After successfully added new Flat File to Database map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create Flat File to Database mapping, simply drag the Flat File nodes from the source Flat File tree to the appropriate columns from the target Database tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source. 3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the country node in Purchase Order Schema drag to the ShipCountry in Ord table and the appropriate code is generated automatically in Code pane.
In addition, EZConnect 9 now supports the Toolbox panel in the left hand side of Map Editor. The Toolbox displays icons for code macro items that you can add to Code pane. Each code macro in Code pane can be dragged to Toolbox panel or vice versa. Each time you return to Map Editor, the Toolbox automatically scrolls to the group and item most recently selected. See Map Editor > Overview > Toolbox in User References for more information about Toolbox panel and how to use it.
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4. To navigate through the nodes and appropriate codes that associated with them, just click on nodes in the source pane. For example, in the illustrative figure below, the user is clicking an hd1_ship_time element, and the appropriate code generation appears in the Code pane.
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5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit, and testing the SQL statements used to define any relational database tables and views as a customized Flat File data source.
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Query Builder window
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Accessing Defined Queries in the Code Pane The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated below, the variables are defined globally. We can access them through Source Code pane with the syntax: GLOBAL.VariableName
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The Auto Convert Setting is used to convert the source objects to specific converted strings. The strings are defined in Auto Convert Setting and drag and drop between source and target tree view nodes. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the FF object.
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7. Furthermore, you can execute your newly created Flat File to EDI mapping to verify that it produces the desired EDI data from your relational data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate TP and document to start mapping.
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8. Once you are satisfied with the results, save the map. Flat File to Database data sources store the database connection properties you have specified, as well as the SQL statements and the codes that you have created.
2.10.4.
Setting up Document for Trading Partner
1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar.
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4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document Flat File to Database by selecting Flat File item from the Source Type and Database item from Target Type to add to the Trading Partner and click Next.
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7. In Settings panel, provide basic settings for documents: Choose appropriate Cust Number Path and Doc Type Path by selecting the node to fill in the Cust Number Path and Doc Type Path text box.
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Select Path by selecting a node in the Flat File tree to fill in the text box. In the Position box, type or select the part of the position you want to change. In the Length box, type or select the part of the length you want to change. Fill in the Value in Document Type area. Fill in the Flat File prefix and set the file count in the File Count box. Note: all field noted with * are required. 8. Configure for Functional Acknowledgement.
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Choose path for placing the file of Functional Acknowledgement on server or client machine. In the Select doc to run, select a DB2FF map for Functional Acknowledgement. 9. In Communication panel, select a communication type for your document
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2.10.5.
1. 2.
Setting up Flat File to Database process
3.
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4. 5.
Fill in the process name in Process Name field. Choose the type of process Flat File to Database by selecting Flat File item from the Source Type and Database item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
Back to How to Map
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Select this map type when the data to be translated originates from a database and is destined for an Flat File. This map type allows you visually mapping relational data and Flat File. You can execute your newly created Database to Flat File mapping to verify that it produces the desired Flat File data output from your relational data. Preparation for Mapping Database to Flat File It is a requirement that a Database and Flat File schema should be linked prior mapping. The following steps must be followed to successfully complete the data mapping process: (click each step to see the details) Step 1: Setting up Trading Partner Step 2: Setting up Database Schema Step 3: Setting up Flat File Schema Step 4: Setting up new Database to Flat File map Step 5: Setting up Document for Trading Partner Step 6: Setting up Database to Flat File process
Mapping Database to Flat File
2.11.1.
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Manager workspace.
2.11.2.
Setting up Database Schema
1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on Main Menu bar or click Database on Schemas section of Main Menu Tree to open
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Database Connection workspace. 2. Click Add button on the Toolbar menu or right click on the database connection and choose Add. 3. The Database Connection Interface opens
4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN). Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server. 7. Select some desired tables and then click Save in Action menu to save changes. 8. Click Close in Action menu to close the Database Connection window and return to Database Connection workspace.
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2.11.4.
Setup Map
Setting up new Database to Flat File map
1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar.
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3. The Map Manager - Map Setup Wizard window opens.
4. In the Choose Map Type panel, select the Database item in Source Type and the Flat File item in the Target Type. 5. Click Next. The Setup Map Database to Flat File Details interface opens.
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6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the Database Information, select the database in DB Connection drop down list and click on Test button to test connection. Or Click the Add New button to add new database connection. Note that this button allows creating a new database connection but the selected tables haven't yet performed. In order to select tables, the user must go to Database Schema to select.
8. In the Flat File Information, select a Flat File schema from the XML Schemas List. 9. Click Finish to save the new map definition and close the Map Manager - Map Setup
Wizard window.
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10. Click Cancel to close the interface without creating the new map.
Start Mapping After successfully added new Database to Flat File map, you can start mapping by following steps: 1. To open the map: Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens. 2. EZConnect 9 supports Database as the source or target of data mapping. To create Database to Flat File mapping, simply drag the appropriate columns from source Database tree to the Flat File nodes from target Flat File tree or vice versa, connecting the data sources to the desired data output. This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source. 3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you, based on the source target relationship defined by your drag mapping operations. Similarly, you can edit the Map Editor code manually. As illustrated below, the Country column in OrdList table drags to the country node in Purchase Order Schema and the appropriate code is generated automatically in Code pane.
In addition, EZConnect 9 now supports the Toolbox panel in the left hand side of Map Editor. The Toolbox displays icons for code macro items that you can add to Code pane. Each code macro in Code pane can be dragged to Toolbox panel or vice versa. Each time you return to Map Editor, the Toolbox automatically scrolls to the group and item most recently selected. See Map Editor > Overview > Toolbox in User References for more information about Toolbox panel and how to use it.
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4. To navigate through the elements/nodes, just click on elements/nodes in the target pane. the appropriate codes associated with them are generated in the Code Pane. For example, in the illustrative figure below, the user is clicking an hd1_account element, and the appropriate code generation appears in the Code pane.
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5. EZConnect 9 also provides tools, Query Builder (illustrated below), that lets you create, edit, and testing the SQL statements used to define any relational database tables and views as a customized Flat File data source.
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The Variable Editor is used to add, remove the defined variable associated with the selected map. As illustrated below, the variables are defined globally. We can access them through Code Pane window with the syntax: GLOBAL.VariableName
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6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a
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period for the object, signaling method or property selection. Figure below shows the available list for the DB object.
Tip: Just type as usual in the Code Pane and EZConnect 9 will automatically sense what the function you are trying to type and provide a drop down box of matching functions and their method signatures.
7. Furthermore, you can execute your newly created Database to Flat File mapping to verify that it produces the desired Flat File data output from your relational data. To run map, simply click the Run Map button or press F6. The Input Parameters window opens and then choose the appropriate Trading Partner and document to start mapping.
Note: In order to run the map, setting up Trading Partner and Document are required. For more information, see Adding Trading Partner and Adding Document.
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Check Syntax Tab
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Run Map Tab The Flat File results are displayed in Check Output Pane window
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8. Once you are satisfied with the results, save the map. Database to Flat File data sources store both the database connection properties you have specified, as well as the SQL statements and the codes that you have created.
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1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document Database to Flat File by selecting Database item from the Source Type and Flat File item from Target Type to add to the Trading Partner and click Next.
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Select file type in the File Extension list. Available choices are .doc, .rtf , .txt and .xml. Fill in the Flat File prefix. In the File Count box, type or select the part of the file count you want to change. In the Max ST/File box, type or select the part of the number of messages that you want flat file document contains.
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2.11.6.
1. 2.
Setting up Database to Flat File process
Open a job to add process. The Job workspace opens. Right-click anywhere in the Process Configuration pane, click Add Process The Add Process window opens.
3.
4. 5.
Fill in the process name in Process Name field. Choose the type of process Database to Flat File by selecting Database item from the Source Type and Flat File item from Target Type. Click Save on Action menu to continue process configuration.
6.
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7. 8.
2.12.
document.
EDI Response
Select this map type when the data to be translated originates from an EDI formatted
You can obtain information about an EDI format, from its associated document called the implementation guideline. The implementation guideline is probably the only document that you would ever need for obtaining instructions about how to process EDI files of your trading partner. Before EDI files are exchanged, trading partners have to agree on the EDI format and mapping. These rules and instructions are entered into the implementation guideline document. Depending on your trading partner, the
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implementation guidelines can come in many formats. You can execute your newly created EDI Response mapping to verify that it produces the desired ACK (Acknowledgement) data output from your EDI data file. The following steps must be followed to successfully complete the data mapping process: (click on each step to see the details)
Step 1: Setting up Trading Partner Step 2: Setting up new EDI Response map Step 3: Setting up Document for Trading Partner
Mapping EDI Response
2.12.1.
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2.12.2.
Setting up new EDI Response map
Setting up map
1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or click Map Manager on Administrator section of Main Menu Tree to open Map Manager
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workspace. 2. From Map Manager workspace, right click on the workspace or available map type and choose Add or click Add button on the Map Manager Toolbar. 3. The Map Manager - Map Setup Wizard window opens.
4. In the Choose Map Type panel, select the EDI item in Source Type and the None item in the Target Type or vice versa. 5. Click Next. The Setup Map EDI Response Details interface opens.
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6. In the Map Information, fill in the Map Name and Notes for this map type. 7. In the EDI Information, select a Standard, Version and Message ID from EDI List. 8. Click Finish to save the new map definition and close the Map Manager - Map Setup Wizard window. 9. Click Cancel to close the interface without creating the new map.
Start mapping
After successfully added new EDI Response map, you can start mapping by following steps: 1. To open the map:
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Double click on the selected map to open. Or Right click on the selected map and then choose Open or click Open button on the Map Manager Toolbar. The Map Editor workspace opens.
2. To create EDI Response mapping, simply drag and drop the EDI nodes from the target EDI tree, connecting the data elements to the desired data output (preferred ACK). This feature allows you to quickly create expressions, for example, without writing any code or introducing typographical errors to the source.
Note: Typically, not all of the nodes will actually contain data, so the project author must be sufficiently familiar with the EDI documents being worked on, to locate the relevant nodes. 3. One of the great features of Map Editor is the synchronized source code pane allows you to immediately see the code that EZConnect 9 has composed for you. Similarly, you can edit the Map Editor code manually.
4. To navigate through the nodes and appropriate codes that associated with them, just click on EDI nodes in the Target pane. For example, in the illustrative figure below, the user is clicking on an element 719 Segment Position in Transaction Set in the Target EDI, and the appropriate code generation appears in the Code Pane window.
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For advanced EDI mapping process, EZConnect 9 now supports Linked Elements means that all
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the related segments and elements in EDI Tree can be set into relational conditions. Relational conditions are specified by a condition code and the identity of the subject elements. In addiction, the Load EDI From File feature allows users browsing an EDI file (preferred the same document type) within a blank map and EZConnect 9 will automatically check all the appropriate segments and elements. 6. Additionally, Map Editor includes a code completion feature a pop up list of methods and/or properties available for objects typed into the code pane. The list appears after you enter a period for the object, signaling method or property selection. Figure below shows the available list for the ACK object.
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7. Furthermore, you can execute your newly created EDI Response mapping to verify that it produces the desired EDI data from your relational data. To run map, simply click the Run Map button or press F6.
Note: In order to run the map, setting up Trading Partner and Document are required. For more information see Adding Trading Partner and Adding Document in the Tutorial section.
From Input Parameters window, there are two ways to run EDI Response map:
Run map ACK without advanced input parameters - All objects in ACK have default value "null" or 0. It is recommended that the user should set fixed value for all nodes to view output result. Simply choose the appropriate TP and document to start mapping.
Run map ACK with advanced input parameters - Before running ACK map, the run the selected map in Advanced. The data in main ACK is the collected data during running that map. To do this, check to enable ACK check options allows you select the appropriate input parameters.
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Once you are satisfied with the results, save the map. EDI data sources store properties you have specified, as well as the codes that you have created.
2.12.3.
Setting up Document for Trading Partner
1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document EDI Response by selecting EDI item from the Source Type and ACK item from Target Type or vice versa to add to the Trading Partner and click Next.
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Configure advanced EDI settings including Delimiters and ST Setup.
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How to manage Schema
3. How to manage Schema

This section will guide you through Schemas Management. Specifically this section will address how to manage: Database Schema XML Schema Flat File Schema
3.1.
EZConnect.
Database
This tutorial shows you the basics of adding, editing, deleting a new database connection in
Specifically this tutorial will address: Adding a Database Schema Editing a Database Schema Deleting a Database Schema How to Create a New Data Source
3.1.1. Adding a Database Schema

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4. Fill in the database connection name in Name field. 5. In Connection Information panel, choose the appropriate DB Type. Choices are Microsoft SQL Server, Generic ODBC (using DSN). Note: If the required data source was previously created for Generic (ODBC), select it. If you do not have a data source setup, create new a data source. After completing the data source setup, the new connection will be displayed in DSN drop down list (Generic ODBC). 6. Enter the appropriate information associated with the database type you want to establish a connection with a specific database on a specific server. 7. Select some desired tables and then click Save in Action menu to save changes. 8. Click Close in Action menu to close the Database Connection window and return to Database Connection workspace.
3.1.2. Editing a Database Schema

1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on Main Menu bar or click Database on Schemas section of Main Menu Tree to open Database Connection workspace.
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2. Highlight a database connection to edit. 3. Right click on the database connection and choose Edit or click Edit button on the toolbar. 4. The Database Connection window opens
5. You are now ready to make changes to the selected database connection. 6. Click on Save on Action menu to save changes. 7. Click Close on Action menu to close the Database Connection window and return to Database Connection workspace.
3.1.3. Deleting a Database Schema

1. Select Schemas and then choose Database in the Toolbar or go to Schemas > Database on Main Menu bar or click Database on Schemas section of Main Menu Tree to open Database Connection workspace. 2. Highlight a database connection to delete. 3. Right click on the database connection and choose Delete or click Delete button on the Toolbar. 4. The Confirm Database Connection Delete warning message opens.
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Yes - Deletes the selected database connection and closes confirmation widow. No - Closes confirmation window without deleting selected database connection. Cancel - Closes confirmation window and returns to Database Connection workspace without taking any action.
3.1.4. How to create a new Data Source

1. In Database Connection window, click on Browser. The Select Data Source window opens.
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2. Click on New. 3. The Create New Data Source Wizard launches.
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4. Select the type of data source - User or System -and click Next. 5. Select the correct driver for the data source for the new connection.
6. The next screen verifies your selection. Click Next if correct. 7. Each driver has its' own setup template. Fill in the requested information and click Next until you are Finished.
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TIP: Most drivers provide a Test selection after the configuration. It is always a good idea to run the test when offered to confirm that the information entered is valid.
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How to manage Schema 3.2. XML
This tutorial shows you the basics of deleting, exporting, importing, configuring a XML Schema in EZConnect. Specifically this tutorial will address: Deleting a XML Schema Exporting a XML Schema Importing a XML Schema Replacing new XML Schema
3.2.1. Deleting an XML Schema

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Highlight a XML Schema to delete. 3. Right click on the selected XML Schema and choose Delete or click Delete button on the toolbar. 4. The Confirm XML Schemas Delete dialog opens.
Yes - Deletes the selected XML schema and closes confirmation widow. No - Closes confirmation window without deleting selected XML schema. Cancel - Closes confirmation window and returns to XML Schemas workspace without taking any action.
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3.2.2. Exporting an XML Schema

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Highlight a XML Schema to export. 3. Right click on the selected XML Schema and choose Export or click Export button on the Toolbar. 4. The Save As dialog opens.
5. Choose the directory that a file will be saved and click Save button.
3.2.3. Importing an XML Schema

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main
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Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Click Import button on the Toolbar or right mouse click on XML Schemas workspace and then choose Import. 3. The Import XML Schema window opens.
3.2.4. Replacing new XML Schema

1. Select Schemas and then choose XML in the Toolbar or go to Schemas > XML on Main Menu Bar or click XML on Schemas section of Main Menu Tree to open XML Schemas workspace. 2. Click Replace button on the Toolbar or right mouse click on XML Schemas workspace and then choose Replace.
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3. The Open dialog opens.
4. Choose the directory that a schema file (*.xsd) is located and click Open button.
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3.3.
Flat File
This tutorial shows you the basics of adding, editing, deleting, exporting, importing, configuring a Flat File Schema in EZConnect. Specifically this tutorial will address: Adding a Flat File Schema Deleting a Flat File Schema Editing a Flat File Schema Loading IDOCs Lib Importing a Flat File Schema Exporting a Flat File Schema Configuring a Flat File Schema
3.3.1. Adding a Flat File Schema

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3.3.2. Deleting a Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Highlight a Flat File schema in Flat File Schemas List to delete. 3. Right click on the selected Flat File schema and choose Delete or click Delete button on the Toolbar. 4. The Confirm Flat File Schemas Delete dialog opens.
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Yes - Deletes the selected Flat File schema and closes confirmation widow. No - Closes confirmation window without deleting selected Flat File schema. Cancel - Closes confirmation window and returns to Flat File Schemas workspace without taking any action.
3.3.3. Editing a Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Highlight a Flat File schema in Flat File Schemas List to edit. 3. Right click on the selected Flat File schema and choose Edit or click Edit button on the Toolbar. 4. The Flat File Editor is enabled.
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5. Now you can start editing Flat File schema in Flat File Editor. 6. Click on Save on Toolbar or right mouse click on Flat File Editor and then choose Save to save changes.
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7. Click Close button on Toolbar to close the Flat File Editor and return to Flat File Schemas workspace.
3.3.4. Loading IDOCs Lib

1. On the Toolbar, click Schemas and then click Flat File. Or on Main Menu Bar, go to Schemas > Flat File. Or on Schemas section of Main Menu Tree, click Flat File to open Flat File Schemas workspace. 2. On the Toolbar, click Load IDOCs Lib. Or right-click anywhere in the Flat File Schemas workspace and then click Load IDOCs Lib. 3. The Import IDOCs Library window opens.
Fill in the schema name in the Schema Name field. In the Choose IDOCs File Type area, select Load from single file or Load from a set of files. Click Browse to specify the path of desired IDOCs files. Select the Add Global Loop or Add EOL check box. Fill in the Notes. 4. Click Save in Action menu to save changes.
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3.3.5. Importing a Flat File Schema
1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Click Import button on the Toolbar or right mouse click on Flat File Schemas workspace and then choose Import. 3. The Open dialog opens. 4. Choose the directory that a file is located and click Open button.
3.3.6. Exporting a Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Highlight a Flat File schema in Flat File Schemas List to export. 3. Right click on the selected Flat File schema and choose Export or click Export button on the Toolbar. 4. The Save As dialog opens. 5. Choose the directory that a file will be saved and click Save button.
3.3.7. Configuring a Flat File Schema

1. Select Schemas and then choose Flat File in the Toolbar or go to Schemas > Flat File on Main Menu Bar or click Flat File on Schemas section of Main Menu Tree to open Flat File Schemas workspace. 2. Highlight a Flat File schema in Flat File Schemas List to configure. 3. Right click on the selected Flat File schema and choose Configure or click Configure button on the Toolbar. 4. The Configure Flat File Schema Interface opens.
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5. Configure the changes including Schema Name and Notes fields. 6. Click on Save button on Action Menu to update changes.
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How to manage Map
4. How to manage Map

This section will guide you through Map Management. Specifically this section will address: Editing a Map Type Deleting a Map Type Opening a Map Type Exporting a Map Type Importing a Map Type
4.1.
Editing a Map Type

click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace.
1. Select Map Manager in the Toolbar or go to Map > Map Manager on Main Menu Bar or
2. From the Map Manager workspace, right click on the map key and choose Edit or click Edit button on the Map Manager Toolbar. 3. The appropriate Map Manager - Edit Map window opens.
4. Configure the changes and then click Save on Action Menu.
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4.2.
Deleting a Map Type

2. From Map Manager workspace, right click on the map key and choose Delete or click Delete button on the Map Manager Toolbar. 3. The Confirm Map Delete warning message opens.
Yes - Deletes selected map and all document setups and closes confirmation widow. No - Closes confirmation window without deleting the selected map. Cancel - Closes confirmation window and returns to Map Manager workspace without taking any action.
4.3.
Opening a Map Type

2. From Map Manager workspace, right click on the map key and choose Open or click Open button on the Map Manager Toolbar. 3. The appropriate Map Editor workspace window opens.
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You are now able to execute your tasks on workspace.
4.4.
Exporting a Map Type

2. From Map Manager workspace, right click on the map key and choose Export or click Export button on the Map Manager Toolbar. 3. The Save As dialog box appears. 4. Choose the directory that a file will be located and click Save button.
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How to manage Map 4.5. Importing a Map Type

click Map Manager on Administrator section of Main Menu Tree to open Map Manager workspace. 2. From Map Manager workspace, right click on the map type and choose Import or click Import button on the Map Manager Toolbar. 3. The Open dialog box appears. 4. Choose an XML file and click Open button.
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How to manage Trading Partner
5. How to manage Trading Partner

This section will guide you through Trading Partner and Document Management. Specifically this section will address: Adding a Trading Partner Editing a Trading Partner Deleting a Trading Partner Importing a Trading Partner Exporting a Trading Partner
5.1.
Adding a Trading Partner

in EZConnect. To do this, complete the following steps:
1. To begin sending and receiving files with a trading partner, you must first create Trading Partner
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5.2.
Editing a Trading Partner

Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in
1. Click the Trading Partner Manager button on the Toolbar or select Trading Partner >
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the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. 3. Highlight and select a Trading Partner to edit. 4. Right click on the Trading Partner and choose Edit Trading Partner or click Edit Trading Partner button on the Trading Partner Manager Toolbar. 5. The Trading Partner Information window opens.
6. You are now ready to make changes to Trading Partner including Trading Partner Information, EDI Information, Communication Settings, etc. 7. Click on Save on Action Menu to save changes. 8. Click on Close to close the Trading Partner Information window and return to Trading Partner Manager workspace.
5.3.
Deleting a Trading Partner
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Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree. 2. The Trading Partner Manager workspace will be displayed. 3. Highlight and select a Trading Partner to delete. 4. Right click on the Trading Partner and choose Delete or click Delete button on the Trading Partner Manager Toolbar. 5. The Confirm Trading Partner Delete dialog opens.
Yes - Deletes selected Trading Partner and closes confirmation widow. Yes also removes any Doc... and Address... associated with Trading Partner. No - Closes confirmation window without deleting the selected Trading Partner. Cancel - Closes confirmation window and returns to Trading Partner Manager workspace without taking any action.
5.4.
Importing a Trading Partner

Trading Partner Manager from Main Menu Bar or click Trading Partner Manager menu item in the Main Menu Tree.
2. The Trading Partner Manager workspace will be displayed. 3. Click Import Trading Partner button on the Trading Partner Manager Toolbar or Right click on the Trading Partner Manager workspace and choose Import Trading Partner.
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4. The Open dialog box opens. 5. Choose the directory that a file is located and click Open button. The layout must be an XML formatted file.
5.5.
Exporting a Trading Partner

Trading Partner Manager from Main Menu or click Trading Partner Manager menu item in the Main Menu Tree.
2. The Trading Partner Manager workspace will be displayed. 3. Highlight and select a Trading Partner to export. 4. Right click on the Trading Partner and choose Export Trading Partner or click Export Trading Partner button on the Trading Partner Manager Toolbar. 5. The Save As dialog box opens. 6. Choose the directory that a file will be saved and click Save button.
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How to manage Document
6. How to manage Document

This section will guide you through Document Management. Specifically this section will address: Adding a Document Editing a Document Deleting a Document Importing a Document Exporting a Document
6.1.
Adding Document
1. From Trading Partner Manager workspace. 2. Highlight a Trading Partner listed on the Trading Partners workspace. 3. Click on Add Document button on the Trading Partner Manager Toolbar or Right mouse click on it and then choose Add Document from drop down list commands or select Trading Partner > Add Document on the Main Menu Bar. <Show Figure> 4. The Trading Partner Setup Document Setup Wizard window is displayed. 5. Choose the Type of Document by selecting item from the Source Type and item from Target Type to add to the Trading Partner and click Next.
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If you want to skip document validation when adding document to Trading Partner, simply check Skip Document Validate checkbox. 6. Highlight the map (document) to assign to this Trading Partner and click Next. 7. In Settings panel, provide basic settings for documents. 8. In Communication panel, select a communication type for your document. 9. Review Summary screen contents. Missing required information will be listed in red. Use the Back button to return to the Document Setup screen and enter any required information. The Finish button will not activate until the Document Setup Wizard is completed correctly.
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How to manage Document 6.2. Editing Document
1. Expand the Trading Partner List and highlight the document to edit. 2. Right click on the document and choose Edit Document or click Edit Document button on the Trading Partner Manager Toolbar. 3. The Document Setup window opens.
Note: Depend on the type of documents you added to Trading Partner, the Document Setup Edit mode will change. You are now ready to make changes to document including General, Map, EDI, Notifications, etc. 4. Click on Save on Action Menu to save changes. 5. Click on Close to close the Document Setup window and return to Trading Partner Manager workspace.
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How to manage Document 6.3. Deleting Document
1. Expand the Trading Partner List and highlight the document to delete. 2. Right click on the document and choose Delete Document or click Delete Document button on the Toolbar. 3. The Confirm Document Delete dialog opens.
Yes - Deletes selected document and closes confirmation widow. No - Closes confirmation window without deleting the selected document. Cancel - Closes confirmation window and returns to Trading Partner Manager workspace without taking any action.
6.4.
Importing Document
1. Expand the Trading Partner List and highlight the document to import. 2. Right click on the document and choose Import Document or click Import Document button on the Trading Partner Manager Toolbar. 3. The Open dialog box opens. 4. Choose the directory that a file is located and click Open button. The layout must be an XML formatted file.
6.5.
Exporting Document
1. Expand the Trading Partner List and highlight the document to export. 2. Right click on the document and choose Export Document or click Export Document button
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on the Trading Partner Manager Toolbar. 3. The Save As dialog box opens. 4. Choose the directory that a file will be saved and click Save button
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How to manage Job
7. How to manage Job

This section will guide you through Process Designer. Specifically this section will address: Adding a Job Opening a Job Running a Job Editing a Job Deleting a Job Creating Deployment Package
7.1.
Adding a Job
1. Select Process Designer in the Toolbar or go to Operation > Process Designer on Main Menu Bar or click Process Designer on Operation section of Main Menu Tree to open Process Designer workspace. 2. The Process Designer workspace opens. 3. Click Add Job button on the Job Toolbar or right-click the Process Designer workspace and choose Add Job. 4. The Add Job window opens.
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How to manage Job
Fill in the job name in Job Name field. Click Save on Action menu to continue Job configuration. 5. Configure the Job by clicking on each tab to fill the appropriate information. 6. Click on Save in the Action menu to save the information.
6.1.
Opening a Job
1. Highlight and select a predefined Job. 2. Click Open Job button on the Toolbar or right-click the job name and choose Open Job.
6.2.
Running a Job
1. Highlight and select a predefined job. 2. Click Run Job button on the Toolbar or right-click the job name and choose Run Job rightclick anywhere in the Process Designer workspace. 3. The job status is running on the Status bar in the Process Designer workspace.
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How to manage Job
Run Job on Server EZConnect is now support to run directly the job from server. To set the schedule for the job: 1. Choose the job you want to run on server. 2. The basic steps before running job on server are as follow: Right-click the job, then click Connect to Server to connect the database of job to server. Right-click the job, then click Send to Server to send the job to server. 1. Click on the Run On Server button on the Toolbar or right-click on the Job and choose Run On Server command. For understand the statuses of running process, see Job Status table Action Connect To Server Status Connected - if job connects successfully Not Connected - if job connects unsuccessfully Ended In Progress when job is running Waiting when job finishes running
Send To Server Run On Server
Note: To set a schedule for running job automatically, you need to configure in Job Configuration Wizard.
1.
Click on Schedule Run Setup tab. Make sure the checkbox next to Enable Schedule is checked.
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How to manage Job
This window allows changing the frequencies and times of the schedule.
2.
After specifying all of the scheduling options, just click the Save button in Action Menu to save changes and returned to the Process Designer window.
6.3.
Editing a Job
1. Highlight and select a predefined job. 2. Click Edit Job button on the Job Toolbar or right-click the job name and choose Edit Job or right-click anywhere in the Process Designer workspace. 3. The Edit Job window opens.
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How to manage Job
4. You are now ready to make necessary changes to the job. 5. Click on Save on Action Menu to save changes. 6. Click on Close to close the Edit Job window and return to Process Designer workspace.
6.4.
Deleting a Job
1. Highlight and select a predefined job. 2. Click Delete Job button on the Toolbar or right-click the job name and choose Delete Job. 3. The Confirm Job Delete dialog opens.
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How to manage Job
Yes - Deletes the job.
No - Closes confirmation window without deleting job.
6.5.
Create Deployment Package
1. Highlight and select a predefined job. 2. Click Create Deployment Package button on the Job Toolbar or right-click the job name, then click Create Deployment Package. 3. The Create Deployment Package window opens.
4. Select a Trading Partner and browse to a Output Folder for placing the .Msi installation file is created. Besides, you need to choose an appropriate platforms and select some necessary softwares in check boxes below that your system lacks of them. in Click Create button to start.
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How to manage Job
5. A dialog opens when creating package and installing softwares successfully.
In case you don't select to install softwares in the Create Deployment Package window, the following dialog opens when creating package successfully.
6. An icon of Deployment Package is created at the Output Folder.
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How to manage Process
8. How to manage Process

This section will guide you through Process Management. Specifically this section will address: Adding a Process Editing a Process Deleting a Process Running a Process Opening Log File Showing Tracking Setup an External Process Setup EZConnect Component Setup a Communication Component
8.1.
Adding a Process
1. Open the job to add process 2. The Job workspace opens. 3. Right-click anywhere in the Process Configuration pane, click Add Process. 4. The Add Process window opens.
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5. Fill in the process name in Process Name field. 6. Choose the type of process by selecting item from the Source Type and item from Target Type. 7. Click Save on Action menu to continue process configuration. Note: The type selected determines the number of predefined configuration steps that will be available when the new process is saved. Each Tab provides additional options for further defining the process being created or modified. 8. Configure the process by clicking on each tab to fill the appropriate information. 9. Click on Save in the Action menu to save the information.
8.2.
Editing a Process
1. Highlight and select a predefined process. 2. Click Edit Process button on the Job Toolbar or right-click the process name and choose Edit Process or right-click anywhere in the Process Configuration pane. 3. The Edit Process window opens.
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Note: Depend on the process type you added, the Edit Process mode will change. When create a process to a job by dragging a process in Process Configuration pane to the Job workspace, a copy of this process is created and added to job. So editing this copy only effect to it within the job, not effect to the main process in Process Configuration pane. 4. You are now ready to make necessary changes to the process. 5. Click on Save on Action Menu to save changes. 6. Click on Close to close the Edit Process window and return to Processing workspace.
8.3.
Running a Process
1. Highlight and select a predefined process. 2. Click Run Process button on the Job Toolbar or right-click the process name and click Run Process. 3. The process status is running on the Status bar in the Job workspace.
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Run process on Server EZConnect is now support to run directly the process from server. It is recommended that the schedule for the process must configure before running process on server. To set the schedule for the process: 1. Choose the process you want to run on server, click Run Process On Server button on the Job Toolbar or right-click the process name and click Run Process On Server. Note: Before running a process on server, job must be connected to server first. 2. The confirm dialog opens when run the process successfully.
3.
The process status is running on the Status bar in the Job workspace.
8.4.
Deleting a Process
1. Highlight and select a predefined process. 2. Right click the process name, click Delete Process. 3. The Confirm Process Delete dialog opens.
Yes - Deletes the process. No - Closes confirmation window without deleting process.
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How to manage Process 8.5. Opening Log File

1. Select a predefined process. 2. On the Process Designer toolbar, click Open Log on Client. Or right-click the process name in the Job workspace and then click Open Client Log. 3. There is a list of log files created. Select a file then click Open. Or click Open With to choose a program to open log file.
Open Log File on Client
Open Log File on Server 1. Select a predefined process.

2.
3.
On the Process Designer toolbar, click Open Log on Server. Or right-click the process name in the Job workspace and then click Open Server Log. There is a list of log files created in date order. Select a file then click Open. Click Open With... to choose a program to open log file.
Open Error Log File On Client - Open log files of process contain errors after running this process on client machine. 1. Select a predefined process. 2. On the Process Designer toolbar, click Open Error Log on Client. Or right-click an error process and click Open Error Log on Client. 3. There is a list of log files created in date order. Select a file then click Open. Click Open With... to choose a program to open log file. On Server - Open log files of process contain errors after running this process on server machine. 1. Select a predefined process. 2. On the Process Designer toolbar, click Open Error Log on Server. Or right-click an error process and click Open Error Log on Server. 3. There is a list of log files created in date order. Select a file then click Open. Or click Open With... to choose a program to open log file.
8.6.
Showing Tracking
1. Select a predefined process. 2. On the Process Designer toolbar, click Show Tracking of EDI, XML, FF. Depend on each kind of process, the Show Tracking icon of schema EDI, XML, FF are activated.
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-ORRight-click a process name and click Show Tracking of EDI, XML, FF. 3. The tracking of process opens in Tracking workspace directly.
8.7.
Setup an External Process
1. Select Process Designer in the Toolbar or go to Operation > Process Designer on Main Menu Bar or click Process Designer on Operation section of Main Menu Tree to open Process Designer workspace. 2. Right-click anywhere in the Process Configuration pane, click Add Process. 3. The Add Process window opens, fill in the process name in Process Name field and select the External Component checkbox.
4. Click Save on Action menu to continue process configuration.
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5. Configure the process by clicking on each tab to fill the appropriate information. 6. Click on Save in the Action menu to save the information.
8.8.
Setup EZConnect Components
1. On the toolbar, select Process Designer. Or on the Operation menu, click Process Designer. Or on Operation section of Main Menu Tree, click Process Designer to open Process Designer workspace. 2. Right-click anywhere in the Process Configuration pane, click Add Process. 3. The Add Process window opens. Fill in the process name in Process Name field. Select the checkbox, then select component you want in the combo box.
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4. On Action menu, click Save to continue process configuration. 5. Configure the process by clicking on each tab to fill the appropriate information. 6. On the Action menu, click Save to save the information.
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How to manage User Account
9. How to manage User Account

User Management Operations such as adding new users and assigning them roles, editing the existing users and deleting the user could be performed only by the Administrators. Other three types of users do not have this privilege. Administrators can create as many users as required and define appropriate roles for the user. From the Settings >> User Account Setup tab, administrators can: View all the existing users Create new users Delete an existing user
9.1.
Viewing all existing users
1. Click "User Account Setup" tab on the Settings window. 2. The list of users will be displayed with respective IDs and login names.
9.2.
Creating new user
1. Click "User Account Setup" tab on the Settings window. 2. In the UI that opens, click the "Add" button. 3. The Account Information window opens.
4. Enter the desired login name in Username field; this name will be used to log in to the EZConnect interface. 5. Enter the password in the Password field; the password should be at least 5 characters long.
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How to manage User Account

6. Click Save. The new user account has been created and displayed immediately in User List Grid.
9.3.
Deleting a selected user
1. Click "User Account Setup" tab on the Settings window. 2. The list of users will be displayed with respective IDs and login names. 3. Highlight the selected user you want to delete. 4. Click Delete button to delete the selected user. The User Delete Confirmation dialog opens.
5. Click Yes. The user will be removed from EZConnect system. 6. Click No to close the Confirmation dialog and returns to Settings - User Account Setup window.
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How to setup Email Configurations
10. How to setup Email Configurations

Before you can use your email account you must set up your email program. The following links give step-by-step instructions for setting up most common mail programs. Please select the link appropriate to the software you are using: The outgoing mail server (SMTP) cannot verify who you are and will not allow you to send mail. You will need to change your outgoing mail (SMTP) settings to use your UH Username and password for authentication. 1. On the Tools menu, select Settings...or click Settings on Tools section in Main Menu Tree 2. The Settings interface opens
3. Click on Email Config tab 4. In Server Information panel: Fill in the Outgoing Server (SMTP) text box.
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How to setup Email Configurations

Select Server (SMTP) requires authentication Enter the Outgoing Server Port. Select This server requires a secure connection (SSL) Under Server Timeouts, move the slider toward the timeout.
5. In Logon Information panel: In the User Name text box, type your account name. Do not include @xxx.com. In the Password text box, type your account password. 6. In Testing panel, enter Test Email address then click Send Test Email button for checking. 7. Click OK to save the email settings and closes the Settings interface. 8. Click Cancel to close the Settings interface without saving changes.
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How to track Document
11.

1. Open Tracking workspace by select Tracking in the Toolbar or go to Operation > Tracking on Main Menu Bar or click Tracking on Operation section of Main Menu Tree. 2. In the Tracking Search pane: 3. In Common panel, set the common search criteria including:
Use the following instructions to track of missing or late documents within EZConnect:
Trading Partner Document Type From Date To Date
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Direction Status
4. Click on the Advanced Search link to set the appropriately advanced search criteria including advanced EDI, XML and Flat File. 5. Click Search button to apply the selected search criteria to the documents. <See sample tracking search result>
6. Click on each item to view detail input information about the document highlighted on the Search Results Grid 7. Click Clear button to clear all search criteria.
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How to manage Report
12.
View reports Print reports Export reports
12.1.
View reports
information including Trading Partner, Maps and Dictionary-Schemas.
1. Open Reporting workspace. The Report workspace provides details on the configured
2. In the Report pane, select the appropriate report panel you want to view and choose report criteria. 3. Click View button to see the detail report based on your selected information.
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How to manage Report 12.2. Print reports
Printing a Complete Set of any Report Type After selecting the report type you want to print, select the print icon in the Report toolbar to print the report as shown in figure above. A standard print dialog box will appear similar to the one shown in figure below. Simply leave the All Print range selected and press the button
Print Options Window Printing a Specific Section of the Reports After selecting the report type you want to print, identify the first and last page of the reports you want. Find the number of the first page by selecting the population within a group such as Female in the Gender section of the preview tree. In the current page box above the preview tab, the current page number is displayed. To find the last page number of the section you want to print, select group in the the section after the section you want to print. Once the report refreshes, press the left arrow to move back to the
319

last page of the section you want. Enter the page numbers in the Print range Pages boxes in the print dialog box and press button.
12.3.
Export reports
1. Click on the Export icon in the Report toolbar. 2. The Export Report window opens.
3. Select the desired format from the Save as type: drop down list. 4. Fill in the file name in File name: field 5. Travel to the location you wish the save the file to and click the Save. 6. You can now go to that location on your computer and open the file.
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320
How To Create Global Function
13. How To Create Global Function

Global Function Editor is used to create definitions of new functions that can be accessed by any Map within EZConnect. 1. On the Tools menu, click Global Function Editor...or on Tools section in Main Menu Tree, click Global Function Editor. 2. The Global Function Editor interface opens
3. Click Add button to active all fields for starting defining new function.
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How To Manage Email Template
14. How To Manage Email Template

Email Template helps to reduce time for composing a same format of email because it allows to create templates that can be reused at any time. 1. On the Tools menu, click Email Template or on Tools section in Main Menu Tree, click Email Template. 2. The Email Template workspace opens.
3. To manage Email Template, use Email Template toolbar or right-click a template name in Email Template workspace.
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Using the Toolbox
15.
To
Using the Toolbox

Complete the following steps From the View menu, select Toolbox. Open the Toolbox. Right click on the Toolbox panel, select Autohide.
Here is a reference list of common Toolbox tasks and how to do them:
Open the Toolbox Make the Toolbox close automatically
Make the Toolbox stay open Open the Toolbox. Right click on the Toolbox panel, clear Autohide. Move the Toolbox to a different location Expand a Toolbox tab Open the Toolbox. Right click on the Toolbox panel, clear Autohide, select Floating. Drag the Toolbox to the desired location. Select the name of the desired tab in the Toolbox.
Scroll through an expanded Click the UP triangle at the top of the expanded list, or the DOWN list of items on a Toolbox tab Move an item from one Toolbox tab to another Drag the item from the expanded Toolbox tab onto the name of another tab. triangle at the bottom of the list.
Change the position of a tab Drag the Toolbox tab to the new location preferred, and release the in the Toolbox Change the position of an item on an expanded Toolbox tab Rename a Toolbox item Select the Toolbox item and choose Rename Item from its shortcut menu. mouse. Drag the item to the new location preferred, and release the mouse.
How to add items to Code Pane window Drag and drop code macro items from Toolbox panel into Code Pane window
As illustrated below, the code macro item FUNC.Trim(DB.Shippers.ShipperName) is
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Using the Toolbox

drag and drop in Code Pane window. The following code will be appeared in Code Pane with the syntax below. See the Database to XML mapping for illustration.
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EZConnect HowTo

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10. 11. 12.

12.1. 12.2. 12.3. 13. 14. 15.

Mapping Database to XML

2.1.1. Setting up Trading Partner

2.1.3. Setting up XML Schema

2.1.4. Setting up new Database to XML map

The XML results are displayed in Check Output Pane window

7. In Settings panel, provide basic settings for documents.

Back to How to Map

Mapping XML to Database

2.2.1. Setting up Trading Partner

2.2.3. Setting up XML Schema

7. In Settings panel, provide basic settings for documents

2.2.6. Setting up XML to Database process

Back to How to Map

Mapping Database to EDI

2.3.1. Setting up Trading Partner

2.3.2. Setting up Database Schema

2.3.3. Setting up new Database to EDI map

2.3.4. Setting up Document for Trading Partner

7. In Settings panel, provide basic settings for documents.

2.3.5. Setting up Database to EDI process

Back to How to Map

Mapping EDI to Database

2.4.1. Setting up Trading Partner

2.4.2. Setting up Database Schema

2.4.3. Setting up new EDI to Database map

2.4.4. Setting up Document for Trading Partner

7. In Settings panel, provide basic settings for documents

2.4.5. Setting up EDI to Database Process

Back to How to Map

Flat File to EDI

Mapping Flat File to EDI

2.5.1. Setting up Trading Partner

2.5.2. Setting up Flat File Schema

2.5.4. Setting up Document for Trading Partner

9. Configure advanced EDI settings including Delimiters and ST Setup.

2.5.5. Setting up Flat File to EDI process

Back to How to Map

EDI to Flat File

Mapping EDI to Flat File

2.6.1. Setting up Trading Partner

2.6.2. Setting up Flat File Schema

2.6.4. Setting up Document for Trading Partner

2.6.5. Setting up EDI to Flat File Process

Back to How to Map

Mapping XML to EDI

2.7.1. Setting up Trading Partner

2.7.2. Setting up XML Schema

2.7.4. Setting up Document for Trading Partner

7. In Settings panel, provide basic settings for documents:

8. Configure advanced EDI settings including Delimiters and ST Setup.

2.7.5. Setting up XML to EDI Process

Back to How to Map

Mapping EDI to XML

2.8.1. Setting up Trading Partner

2.8.2. Setting up XML Schema

2.8.4. Setting up Document for Trading Partner

2.8.5. Setting up EDI to XML Process

Mapping XML to XML

2.9.1. Setting up Trading Partner