Back up a partner

You can back up (or "export") a partner and public key certificate to an XML file. You can then use the backup file (known as a "partner profile") for deployment, promotion, local restoration, or you can give it to your trading partners who use B2Bi, Interchange, or Activator. If your trading partners use other interoperable trading software, consult with them on the data they require from you to establish trading relationships.

Similarly, a trading partner who uses B2Bi, Interchange, or Activator can export a partner configuration and public key certificate to a file and give it to you to import as a partner. For trading partners who use other interoperable software, collect the trading data you need and then manually create a partner object to represent the trading partner in the user interface. The Partner data form provides a way to document the data needed to create a partner object.

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 exchange listed in the UI 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.

WebTrader partner exports

The following information applies to Enhanced WebTrader users only. For details, see WebTrader Enhanced mode.

The export of a WebTrader partner as a normal (non-sponsored) partner profile requires special handling when B2Bi is configured to use the WebTrader infrastructure.

A WebTrader partner includes the WebTrader sponsor community's No Packaging JMS delivery as the default delivery. See Configure the WebTrader global JMS external server. This delivery is used to enable the redirection of consumed messages to the B2Bi WebTrader infrastructure. In order to safely export the WebTrader partner profile, the WebTrader's default delivery must be changed to something other than this sponsor owned JMS delivery. If not, your trading partners will send messages directly to the JMS queue in the WebTrader infrastructure. This means that the messages consumed from this partner would bypass normal B2Bi processing and would not generate a Message Tracker entry.

There are two methods for managing the corrected export of WebTrader partners:

Note   Due to risk regarding errors, Method 1 is preferred.

Method 1: Modify the partner after exporting (preferred method)

  1. Export the partner.
  2. Import the partner into the remote system.
  3. Delete the JMS delivery exchange that represents the partner delivery to the sponsor community.

Method 2: Modify the export file before exporting

  1. Export the WebTrader partner.
  2. Modify the export file in a text editor, removing the no packaging JMS trading delivery.

Partner backup procedure

  1. In the B2Bi user interface, from the Partners menu, select Manage partners to open the Partners page.
  2. Click on the name of the partner you want to back up, to open the Summary page for that partner.
  3. At the bottom of the partner summary page, click Export this partner’s profile.
  4. Enter a password to protect the sensitive data in the export file. This password is required when you later import the file.
Caution   Do not provide a password if the partner profile will be imported into a B2Bi system that does not support providing a password at import.
  1. Select Save File and click OK.

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