Manage Routes

If you have access to the Route Package Templates page, you can create, edit, and delete Routes as part of managing Route Package Templates. You can also add, edit, enable, disable, reorder, and delete Route steps.

The following topics provide how-to instructions for managing Routes:

Related topics:

New Route

Use the following procedure to create a Route.

  1. From the Route Package Template Entry page, click New Route.
  2. The New Route Entry page is displayed.
  3. Enter a unique Route Name. You cannot enter spaces-only values in this field. For more information, see Spaces in required fields.
  4. (Optional) Enter a Description.
  5. Determine the Condition. Select either Always (default) or Expression Language.
  6. When Always is selected, the trigger condition is always used. When Expression Language is selected, the trigger condition is based on the expression entered in the Expression Language field.
  7. Expression Language should be used to define the route trigger condition.
  8. Examples:
  9. Files uploaded only through a specific protocol:
  10. ${session.protocol eq 'http'}
  11. Files uploaded from specific partner over PeSIT:
  12. ${pesit.pi.senderID.toLowerCase() eq 'partner'}
  13. Select steps (Transformation or Routing) from the Select Step menu and click Add Step. Refer to the following tables for Transformation or Routing configuration information.
    TransformationConfiguration Reference
    PGP EncryptionPGP Encryption
    PGP DecryptionPGP Decryption
    CompressCompress
    DecompressDecompress
    Line EndingLine Ending
    External ScriptExternal Script
    Encoding ConversionEncoding Conversion
    Characters ReplaceCharacters Replace
    Line PaddingLine Padding
    Line FoldingLine Folding
    Line TruncatingLine Truncating
    RoutingConfiguration Reference
    Publish To AccountPublish To Account
    Send To PartnerSend To Partner
  14. Determine email Notifications. In order to add email notifications the administrator must have access to Mail Templates, otherwise this selection is disabled. Mail Templates access is configurable through the Administrative role settings. For additional administrative role configuration information, refer to Manage administrator accounts.
    1. Select Notify following e-mails on route failure. You need to have configured SMTP settings on the Administration Tool > Setup > Miscellaneous > SMTP Configuration page (notify email, mail relay and SMTP port). The Notify following e-mails on route failure field supports EL and you can enter:
      • An email address
      • An expression, for example ldap.attributes.mail, ${account.name}, ${account.email}.
      • A list of email addresses (delimiters depend on the SMTP server)
    2. For additional email configuration information, refer to SMTP configuration.
    3. Select the Mail Template from the menu to used for route failure notifications. For email template configuration information, refer to Mail templates.
    4. Select Notify following e-mails on route success to be notified on route success and enter a notification email address, mail relay, or SMTP port in the field. For additional email configuration information, refer to SMTP configuration.
    5. Select the Mail Template from the menu to used for route failure notifications. For email template configuration information, refer to Mail templates.
    6. Select Notify following e-mails on route trigger to be notified on route trigger and enter a notification email address, mail relay, or SMTP port in the field. For additional email configuration information, refer to SMTP configuration
    7. Select the Mail Template from the menu to used for route trigger notifications. For email template configuration information, refer to Mail templates.
  15. Click Save.
Note You can edit, enable, disable, reorder, and delete Route Steps as part of adding a Route. For information about enabling, disabling, reordering, or deleting Route Steps, refer to Enable Step, Disable Step, Reorder Steps, and Delete Step.

Edit Route

Use the following procedure to edit a Route.

  1. From the Route Package Template Entry page, click on the name of the Route to edit in the Routes list.
  2. The Edit Route Entry page is displayed.
  3. Edit the information displayed. To edit a Route Step, click on the name of the Route Step and refer to Transformations to edit Transformations and to Route steps to edit Route Steps.
  4. Click Save to apply the changes.
Note You can edit, enable, disable, reorder, and delete Route Steps as part of editing a Route. For information about enabling, disabling, reordering, or deleting Route Steps, refer to Enable Step, Disable Step, Reorder Steps, and Delete Step.

Enable Step

Use the following procedure to enable a Route step.

  1. Select the Step to enable from the Steps list.
  2. Click Enable.
  3. The selected Route Step is enabled and an Enabled icon (Enabled) is displayed next to the selected Step name.

Disable Step

Use the following procedure to disable a Route step.

  1. Select the Step to disable from the Steps list.
  2. Click Disable.
  3. The selected Step is disabled and a Disabled icon (Disabled) is displayed next to the selected Step name.

Reorder Steps

Use the following procedure to reorder Route steps.

  1. Click Reorder.
  2. A Reorder tool (Reorder) appears for each Step in the Steps list.
  3. Use the Reorder tool (Reorder) to move the Steps in the Steps list into the desired order.
  4. Click Save Order.

Delete Step

Use the following procedure to delete a Route step.

  1. Select the Step to delete from the Steps list.
  2. Click Delete.
  3. When prompted, confirm that you would like to delete the selected Step.

Delete Route

Use the following procedure to delete a Route.

  1. From the Route Package Template Entry page, select the check box for the Route to delete in the Routes list.
  2. Click Delete.
  3. When prompted, confirm that you would like to delete the selected Route.

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