Order of configuration

This topic provides instructions for configuring Advanced Routing, presented in steps. It also provides a brief overview of each configuration item.

Business units can be created prior to configuring the Route Package Template. For configuration information, see Create or edit a business unit.

Optionally, an Advanced Routing administrator can be created. For configuration information, see Advanced Routing delegated administrator and to Create a delegated administrator.

The Advanced Routing feature should be configured in the following order:

  1. Create user account (or account template) or use an existing one. See Create user accounts and User accounts.
  2. Create Advanced Routing application. See Create Advanced Routing application.
  3. Create Route Package Template. See Create Route Package Template.
  4. Assign Route Package Template to the account from Step 1. See Assign Route Package Template.
  5. Subscribe to the Advanced Routing application. See Subscribe to Advanced Routing application.

Create Advanced Routing administrator

In order to setup an administrator dedicated to managing the Advanced Routing application and Route Package Templates it is necessary to create an Advanced Routing administrator with file tracking, accounts, applications, mail templates, and routes privileges. See Advanced Routing delegated administrator for more.

Create user accounts

In order to subscribe an account to an Advanced Routing application instance, start off by creating a SecureTransport user account or account template (or use an existing one). For information on creating user accounts, see Create a user account. See Manage account templates for more.

Create Advanced Routing application

Navigate to the Application tab and click Add New. Specify the preferred Application Name for the Advanced Routing application instance. Select Advanced Routing from the Application Type combo box. See Create Advanced Routing application.

Create Route Package Template

Navigate to the Routes tab and click New Route Package Template. Specify the preferred Route Package Template Name for the Route Package Template, determine assigned business units, enter a route template description, determine execution routes, add transformation and routing steps, and determine notifications.

Assign Route Package Template

You must subscribe the selected user to the Advanced Routing application prior to assigning the user a Route Package Template. To assign the user a Route Package Template, navigate to Accounts > User Accounts, select the desired user account, and then select the Routes tab for the selected account. From the Routes tab, select the desired Route Package Template from the Route Package Template list and then click Assign Route. The Create Route Package screen is displayed with a link to the selected Route Package Template under the Created From label. For more details on assigning a Route Package Template, see Assign Route Package Template.

Subscribe to Advanced Routing application

To subscribe a user account to the Advanced Routing application, navigate to Accounts > User Accounts, select the desired user account, and then select the Subscriptions tab for the selected account. From the Subscriptions tab, select Advanced Routing from the Subscribe to list and click Subscribe. For additional details on subscribing to the Advanced Routing application, see Subscribe to Advanced Routing application. For details on managing subscriptions, see Manage subscriptions.

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