Import a partner

You can restore (or "import") a partner configuration and public key certificate that have been backed up to a partner profile XML file.

For partner configuration backup procedure, see Back up a partner.

A backed up partner profile contains information such as the partner name and routing ID, as well as the configured transports for sending messages to the partner. If there is more than one exchange, the order of the transports is preserved. The first listed exchange is the default.

Other preferences included in exported partner profile files include:

  • All advanced settings that display on transport maintenance pages in the user interface, such as maximum concurrent connections, retries, connection, response and read time-outs.
  • HTTP chunking and attempted restarts for HTTP.
  • Transport friendly names.
  • The transport’s setting for backing up files.
  • The paths and file names of post-processing scripts, but not the scripts themselves.
  • Information for inline processing Java classes is included in exported profiles, but not the Java classes themselves.
  • If the profile has an FTP transport with an alternate command set file, that preference is included in the exported file, but not the command set file itself.

If you are upgrading from earlier versions, you can create backup files of partners and import them as partner profiles in this version.

Import a single partner profile

  1. Make sure the profile XML file is accessible on your file system.
  2. From the Partners menu, select Add a partner to open the Partner Wizard.
  3. Select Import a partner profile from a file and click Next.
  4. Complete the fields:
    • File name – Use the navigation tool to locate and select the partner profile XML file you want to import.
    • Password – Enter a password. This password is used to decrypt sensitive data. Use the same password that was provided when the partner profile was exported.
    • Choose import mode:
    • Replace if partner exists – Select this option if you want to overwrite any existing partner with that has the same name.
    • Rename the new partner – Select this option if you want to create a new name for the partner you are importing. Then enter the name to use in the Partner name field.
    • Ignore if partner exists – if an existing partner is encountered, it remains as is and the new partner is not imported.
    • Update if partner exists – If an existing partner is detected, the trading engine adds backed-up content to the existing partner definition (incremental update).
    • Choose communities for this partner – From the displayed list of available communities, select the communities that you want this partner to be a member of. Partners do not have to be members of any community, but partners must be a community member for trading to occur.
  5. Click Finish.
  6. The partner is imported. The new partner is added to the list of available partners on the Partners page.

Import all partner profiles found in a directory on the server

  1. Make sure one or more partner profile XML files are accessible in a single directory on your file system.
  2. From the Partners menu, select Add a partner to open the Partner Wizard.
  3. Select Import all partner profiles found in a directory on the server and click Next.
  4. Complete the fields:
    • Directory name – Use the navigation tool to locate and select the directory where you have stored one or more partner profile XML files.
    • Password – Enter a password. This password is used to decrypt sensitive data.
    • Choose import mode:
    • Replace existing objects if encountered – Select this option if you want to overwrite any existing partners with that has the same names as imported partner profiles.
    • Ignore imported objects if existing objects are encountered. – if an existing partner is encountered, it remains as is and the new partner profile is not imported.
    • Update (add objects that don't already exist, replace objects that do exist) – If an existing partner is detected, the trading engine adds backed-up content to the existing partner definition (incremental update).
    • Choose communities for this partner – From the displayed list of available communities, select the communities that you want this partner to be a member of. Partners do not have to be members of any community, but partners must be a community member for trading to occur.
  5. Click Finish.
  6. The partners are imported. The new partners are added to the list of available partners on the Partners page.

After you import a partner profile

If you are expecting an imported profile to include the partner’s certificate and public key, check whether a partner’s certificate is trusted:

  1. Go to the partner summary page and click Certificates in the navigation graphic at the top of the page.
  2. Click the certificate name and then click the Trusts tab.
  3. Check the details of third-party certificates imported with profiles to make sure trusted roots are present.

After importing a partner profile, go to the partner summary page for the imported partner and check whether any tasks are required to complete the profile configuration.

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