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Company
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Yes, you can edit the details of your Company. |
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Yes, you can change your Company name by editing your Company details. |
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Yes, you can change the password to login to Adeptia Connect. It is recommended to change the default password for security reasons. |
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Go to Account > My Company > Edit > EDI Configurations. |
Users
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There are three types of users - IT User, Business User, and Sys Admin. Click here for more details. |
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The users' rights may vary depending upon their role defined at a Company level. |
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No. Only a Company administrator and an IT User can create a Template or a Transaction. However, it is recommended that only an IT User creates a Template or Transaction. |
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Yes, you can edit details of a User. |
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Yes, for this you need to deactivate the User account. |
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No, only a Company administrator and an IT User can edit the details of a User. |
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Yes. Only a Company administrator and an IT User are allowed to change the role of a User. |
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You can view the status of the invitation from the SENT INVITES group. |
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Yes, you can resend the invitation to a particular User. |
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Yes, you can authorize another user to use your objects by moving your objects to that User. You can move your objects to another User of the same type, that is, IT to IT User and Business to Business User. |
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Yes, but before deleting a User either delete all objects of User or move objects to another User. |
Networks
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You can rename the Network by editing a Network. |
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Yes, you can publish a Network as a link by clicking Publish as link check box while adding a Network. |
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Yes, you can view Partners of a particular Network. |
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Yes, you can delete all or a particular Partner of a Network. |
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You can only delete a Network if it has no Partners. Therefore, you should either delete all the partners of the network or move these partners to a different network. |
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Yes, you can view the Transactions created for a particular Network. |
Partners
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Self onboarding means to self onboard to self-manage your own Transactions. |
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Yes, a Partner can be self onboard to self-manage their Transactions. |
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Yes, you can add a Partner to multiple Networks provided they are non-parameterized Networks. |
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Based on the option (internal, external, and ask) specified in the application.properties file, steps to configure EDI settings for a Partner varies. |
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Based on the option (internal, external, and ask) specified in the application.properties file, steps to configure a variable for a Partner varies. |
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Edit the Partner and change the Network from the Edit Partner window. |
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You need to deactivate the Partner account to restrict access to Adeptia Connect. |
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Yes, your Company can trace and view your following resources: |
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Yes, you can delete a Partner. On deleting a Partner, all the Transactions of a Partner will get deleted automatically. |
Templates
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Only a Company administrator and an IT User can create a Template. However, it is recommended that an IT User creates a Template. |
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Yes, you can find following prebuilt Templates in Adeptia Connect:
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There are following four types of Templates in Adeptia Connect: Using any of the above template types, you can create following two types of Templates: Inbound and Outbound. However, with Custom Template Type, you can also create Partner to Partner Exchange Template to exchange data between the Partners. |
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Following are the steps to create either an Inbound or Outbound Template:
Click here to know more. |
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You need to create an EDI Template to send or receive EDI data to/from the Partner. |
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You need to create a Custom Template to customize the activities used in the process flow. You can create a process flow as per your requirement. |
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You need to create a Partner to Partner Exchange Template to exchange data between the Partners. |
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Adeptia Connect supports following two types of applications:
Click here for the complete list of supported applications. |
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You need to select the Partner will define option while selecting the data format. |
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Yes, it is mandatory to allow Partner to define Source application while creating an Inbound Template and Destination application while creating an Outbound Template but it is not mandatory in case of File Template. While creating a File Inbound or Outbound template, Company can define both Source and Destination application account and configuration details. |
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You need to select the Process Duplicate Files check box while configuring the Source application. |
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Select Delete File on Success check box. On selecting this check box, when the Transaction will execute, it will automatically delete your file once it is processed. |
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You need to select the Overwrite this file check box while configuring the application in a Template. In this case, a unique id will not be appended and the target file will be overwritten by the new file, for example, filename.txt. |
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The available formats are Text, Advanced Text, Excel, XML, JSON, EDI, Positional, and Advanced Positional. |
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Select Is Source File encrypted check box while defining the Source application. |
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Yes, you need to select the Networks' name while creating a Template. |
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Yes, you need to edit the Template to change the assigned Network. |
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You need to deactivate the Template or turn OFF to restrict access to a particular Template. |
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Yes, you can grant Template access to only self onboarded Partner(s). |
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Yes, you can copy all the objects of a Template and use it for creating another Template. When you copy a Template, all the accounts, layouts, and mapping used in the Template will get copied to another Template. |
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Yes, you need to use a Post Process app as a Destination application while creating a Template. |
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You can perform the following operations while mapping the elements.
Click here to know more. |
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You need to specify the environment name in the property (Configure > Developer Studio > Proceed > Administer > Setup > Update System Properties > Systems > Personalization) to receive environment name in the email. |
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Yes, you can migrate objects of a Template from one environment of Adeptia Connect to another using Migration utility bundled with the package. |
Transactions
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You can execute a Transaction either automatically or manually. |
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Yes, you can edit a Transaction if it is in OFF state. |
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Yes, you can delete a Transaction if it is in OFF state. |
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You can trigger a Transaction by using any one of the following options - Polling and Cron Expression. |
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Yes, you can copy all the objects of a Transaction and use it for creating another Transaction. When you copy a Transaction, all the accounts, layouts, and mapping used in the Transaction will get copied to another Transaction. |
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Yes, you can migrate objects of a Transaction from one environment of Adeptia Connect to another using Migration utility bundled with the package. |
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You can view the execution details of your EDI and Non-EDI Transactions from the Dashboard screen. |
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Yes, you can view the execution details of all the Transactions and Process Flows called in the Post Process Transaction from the Transactions section on the Dashboard screen. |
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You can Re-run the aborted Transactions after rectifying an error. You can only Re-run the Transaction till the time its reprocessing file is available and not deleted by the cleanup job. |
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You need to specify the environment name in the property (Configure > Developer Studio > Proceed > Administer > Setup > Update System Properties > Systems > Personalization) to receive environment name in the email. |
Web Forms
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You can create following three kinds of Web Forms:
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You need to:
Click here for more detailed instructions. |
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Yes, you can only allow Partners of the Network(s), for which Web Form is created, to access Web Form. After granting an access, Partner can use the Web Form. There are two conditions for granting access to a particular Web Form:
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If you don't activate a Web Form then you can not use a Web Form in a Template and your Partners are not able to access it. |
LDAP
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You need to configure LDAP properties in Adeptia Connect to allow LDAP users to access the application. |
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Following is the table maps AIS users with the users of Adeptia Connect. This information will help you while configuring LDAP in Adeptia Connect with pre-existing users in AIS LDAP.
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Yes, if you want to configure an AIS user as a user other than its corresponding role in Adeptia Connect, then you should configure that user in the relevant property. For example, if you want your Adeptia Suite Developer User to be configured as an IT User in Adeptia Connect then you need to configure the group name in the abpm.ldap.group.itUsers property. Users of this group will be treated as IT Users in Adeptia Connect after logging in. For more information, click here. |
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No, once you configure Adeptia Suite to use LDAP Server for Authentication, you can manage Users and Groups in LDAP Server only. You cannot create or modify any user or group in Adeptia Suite. |
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