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Templar 5 User`s Manual Version 5.5.57.25

1. i Status HA Applications See Data H archive and Delete Data O Errors REES Both FH Tools f Administration Criteria Date range Start date time a End date time 2003 Panuay 4 ur on Tul wed mu Fn sa bas keet Older than in days Tracking range ma oy ch i an n 13 14 15 16 Bike 18 20 21 22 23 24 25 27 628 29 630 20 453 Ais dam 4 Run delete Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners Start date time the starting date and time of the transmissions to be deleted Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time End date time the ending date and time of the transmissions to be deleted Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time Older than in days select this radio button to specify any transmissions that are older than a certain number of days Tracking range select this radio button to specify transmission tracking numbers When you are finished click the Run Delete Button to run the job immediately or the Cancel Button to cancel the job 129 Audit Log The Audit Log provides you information about every activ
2. Unbound Certificates Details Class 1 Public Primary Certification Authority G2 ei Import Save Close Help To Bind a Certificate to the Remote Trading Partner e Use the drop down menu in the Unbound Certificates section to select a certificate for this Remote Trading Partner e Once you have selected the appropriate certificate click on the Bind Button The certificate will now appear in the Bound Certificates table displaying the following information o Issued To which organization the certificate has been issued to o Issued By who issued the certificate whether a Certificate Authority or someone within your organization i e a Self Signed Certificate o Expiration Date when the certificate expires o Usage these certificate extensions determine in what capacity the certificate can be used Extensions can include Digital Signature and Data Encryption For more information see the Certificates Section 53 Figure 33 Certificate Details Window Certificate Details x General Details Certification Path Certificate Information This certificate is intended to provide the following Digital signature Data encryption Issued to Templar Support Jerrod Issued by Templar Support Jerrod Validfrom Jun 21 2002 to Jun 21 2004 Export Close Help e To view the details of the certificate click on the Details Tab This will bring up the Certificate Details Window
3. key generation Key length 512 ok Cancel Help e There are three main tabs for which you need to specify information o General o Contact o Address e There is also a general property of the certificate request that is independent of any specific type of information o Key Generation the size of the public private key pairs that will be used to encrypt messages using this certificate Use the drop down menu to select a key size 85 Figure 48 Create Certificate Request General Tab Create Certificate Request xi Subject distinguished name Contact Address Country UNITED STATES US HG Organization Organizational unit E mail address key generation Key length Ok Cancel Help e The General Tab provides basic information about the company to which the certificate will be assigned o Country use the drop down menu to select the country in which the Templar 5 application is installed o Organization the full name of your company Organizational Unit the division to which the certificate will be assigned o Email address the email address of the requesting party This should be a general email box of a person or entity responsible for Templar 5 O 86 Figure A9 Create Certificate Request Contact Tab Create Certificate Request P Subject distinguished name Common name Title Phone number Key generation
4. Digital signature Data encryption Issued to Templar Support Jerrod Issuedby Templar Support Jerrod Valid from Jun 21 2002 to Jun 21 2004 Export Close Help O 100 The Certificate Import Window displays the certificate prior to importing Much like viewing a certificate when adding it to a Local Trading Partner or Remote Trading Partner you can verify all of the certificate information prior to finalizing the import Information about this certificate is contained in the three tabs General Details Certification Path other certificates attached to this one in the Certificate Chain When you are satisfied with the details of the Certificate click on the Import Button This will bring up the Templar 5 Confirmation Dialog Figure 65 Import Certificate Confirmation CN x Q2 Importthis certificate ES o Click on the Yes Button to confirm and finalize the import Figure 66 Import Certificate Success HG x e YD Certificate imported successfully o If there were no errors in the import process Templar 5 will display the Templar 5 Success Window Click the OK Button to finish After closing the Templar 5 Success Window you will be returned to the Import Certificates Window Click the Cancel Button to exit 101 Exporting Certificates Exporting a Certificate allows you to quickly share your public key with your trading partners Templar 5 allows you to export Ce
5. 0 items templar jerrod laptop 8452 Licensed For 100006 Trading Partners e Click on the Actions Button Select the New Option e Select the Actions Option from the Edit Menu then select the New Option from the Edit Submenu Both of these methods will bring up the XML Definitions Window 185 Figure 125 Create New XML Definition Window XML Definition Details x XML Sample File FO J Root XPath FO Description D EY Sender ID CF Sender Qual PO SS Recip ID He Recip Qual CT IC Num CF J Save Close Help e XML Sample File Click on the Button to select a sample XML file located on your hard drive to define the XML structure within Templar 5 e Root XPath Templar 5 will automatically populate this with information from the XML e Description This is a description of the XML Definition For example Purchase Orders 186 Figure 126 XML Node View Select XML Node xi X CADocuments and Settings Jason Thibeaultiy Documentsimetissolution ChXML D EHX ichicsr GN ichicsrmessageheader X messagetype X messageformatversion X messageformatrelease X messagenumb X messagesenderidentifier X messagereceiveridentifier XM messagedateformat X messagedate HEX safetyreport EE Kar Cancel Help e Sender ID Click on the Button to open the XML data file The Sender ID is a mandatory field within the XML Definition e Sender Qualifier Click on
6. 75 Parallel Tasking Datatype mapping Archive and Delete Clean Up Database Setup JDBC User Name fea Set Password Test Connection LRR Users Database Type Informix rei F Use Connection Pooling b 4 hod Host String l Informix Server Name i trt CSCSCCCCCCCSY Database Name l The Host string can be either hostname or hostname port for ports other thar standard 1526 The Informix Server Name is the name of the Informix Database and the database is the name of the database on the server The database must and MUST have been created with the Ansi Log option Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Informix Database Option has the following settings o Host String The Host string can be either hostname or hostname port for ports other than the standard 1526 The Informix Server Name is the name of the Informix Database Server and the database is the name of the database on the server The database must exist and have been created with the ANSI Log option o Informix Server Name the name of the Informix Server o Database Name the name of the database within the Informix Server o Database Properties File set this to Informix e Informix databases have a limitation to them that does not support derived tables In order to accommodate the limitation it is neces
7. o To delete the Remote Trading Partner click the Yes Button o To cancel the deletion click the No Button Note Deletion of a trading partner is irreversible 60 Trading Partner Agreements FS AME File Edit Tools Theme Help 23 T5 Root AJ Applications Trading Partner Agreements Sa Trading Partners This is where you setup the trading partner agreements which define how you exchange data Trading Partner Agreements with a trading partner ge 69363100 D Actions Help 5 D8399218 Remote Local ____ Receive S Send Stat Data Transport 5 H3349301 Ag CU229012 D8399218 Active Active E Mail HE Certificates Se D9384301 H3349301 Held Active E Mail E Certificate Revocation 3 v2234801 09363100 Active Active E Mail sH Tracking Inbox zH Tracking Outbox m Data H Tools H Administration THE 3 items templar MUADDEEB 8452 Licensed For 6 Trading Partners A trading partner agreement is a unique agreement between a Local Trading Partner and a Remote Trading Partner The agreement identifies the Trading Partners and specifies the details of how each partner will receive and send data between partners The agreement specifies which security features to apply to outgoing data which to expect for incoming data and what transport to use for sending data Creating an agreement is the last step in setting up
8. Q Applications amp Trading Partners 5 Trading Partner Agreements E Certificates a Certificate Revocation E Tracking Inbox YAI Y Errors Y Completed Y In Progress Q gt Tracking Outbox Y AIl Y Errors Y Completed Y In Progress e D Data amp Tools amp Administration Tracking Outbox From here you can view status of files you have sentto trading partners and track their progress through the system i eines Help Find a _ Ss __ Start Date End Date Moies Sender iw Automatically resize columns to fit screen Lol Interchange Recipient Status Method D 2224 12 3103 1 12 57 PM 000000688 ADHOC4140 DAT OSIRIS 06 TRINITY Awaiting Web Inte gt 2223 12 31 03 1 12 40 PM 12 31 03 1 14 09PM_ 000000687 ADHOC4139 DAT OSIRIS 06 GHOST Complete Web Inte gt 2221 12 31 031 12 24 PM 12 31 03 1 14 44PM_ 000000686 ADHOC4137 DAT OSIRIS 05 TRINITY Complete File Intef E gt 2220 12131 031 12 18PM_ 12 31 03 1 13 38 PM 000000685 ADHOC4135 DAT OSIRIS 05 GHOST Complete File Interf E gt 2219 12 31 03 1 12 10 PM 12 31 03 1 13 52PM 000000684 ADHOC4134 DAT OSIRIS 04 TRINITY Complete TCP Direct 2218 12 31 03 1 12 03 PM 12 31 03 1 13 44PM_ 000000683 ADHOC4132 DAT OSIRIS 04 GHOST Complete TCP Direct gt 2217 12 31 03 1 11 51 PM 12 31 03 1 13 28 PM 00000682 ADHOC4130 DAT OSIRIS 02 TRINITY Complete Web Inte E gt 2216 12 31 03 1 11 48 PM 12 3103 1 13
9. To Unbind a Certificate from the Remote Trading Partner e Select the certificate that you wish to Unbind from this Trading Partner e Click the Unbind Button This will immediately remove the certificate from the remote Trading Partner and return it to the Unbound Certificates List 54 New Remote Trading Partner Contact Information Tab Remote Trading Partner Contact Information is simply the contact information for this Remote Partner Figure 34 New Remote Trading Partner Details Contact Information Tab xi General EDI Qualifier 1D Certificates E Mail Address Address Import Save Close Help The New Remote Trading Partner Details Window gt gt Contact Information Tab has a number of fields into which you may enter information about this Remote Trading Partner None of the fields are required These fields include e Name tThe name of the Remote Trading Partner This should be the primary person who is responsible for dealing with Templar 5 on the receiving end Title The title of that person Phone The Remote Trading Partner s main contact phone number Fax The Remote Trading Partners main contact fax number Email Address The Remote Trading Partner s main email address Address The Remote Trading Partner s mailing address 55 New Remote Trading Partner Notes Figure 35 New Remote Trading Partner Details Notes Tab New Remote Trading Partner Details Genera EDI Qualifier D Cert
10. e Click the OK Button to delete the server or the No Button to cancel the deletion If you are not an administrator you will not be able to delete servers 147 Client Preferences There are two categories of Client Preferences that you can modify to configure the Templar 5 Client These categories include e General e Certificate 148 General Client Preferences There are a number of General Client Preferences which you can specify to customize your Templar 5 experience Figure 99 Client Preferences General Tab LE T File Edit Tools Theme Help 23 T5 Root EHA Applications o Di Data Host settings f Tools wE View Audit Log Server host name Harkonin a Monitor T5 Services Port baue EH Schedule Jobs e D wer View Permissions Receive policy defaults a T5 Server Locations d 4C lient Preferences Expected encryption lt Any Listed gt rey Ey Administration Expected Signature lt Any Listed ei EZ Send receipt Certificate Send policy defaults Security envelope Active transport la Ka Mime message size KB Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e Host Settings you cannot change these settings o Server Host Name this is the current name of the Templar 5 server to which you are connected o Port the port settings for the current Templar 5 server e Receive Policy Defaults the default p
11. 112 o Update Frequency use the drop down menu to determine how frequently the CRL status will be checked Options include Specified by issuer this is information contained within the certificate Hourly Twice Daily Daily Weekly Bi Weekly Monthly Three Monthly Six Monthly Annually o Last Update the date and time of the last update of this certificate s CRL status o Next Update based upon the specifications in Update Frequency the date and time of the next update of this certificate s CRL status Delete a CRL There are three ways to Permanently Delete a Certificate from Templar 5 e First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Delete Option e Second click on the Edit Menu and select the Delete Option e Third click on the Certificate you want to delete with your secondary mouse button This will bring up the Context sensitive Menu From the Context sensitive Menu select the Delete Option All of these methods will bring up the Templar 5 Confirmation Window Figure 75 Permanently Delete a Certificate Confirmation Dialog rg xi 2 Are you sure you want to delete this item This action is irreversible ES o To permanently delete the Certificate click the Yes Button o To cancel the deletion click the No Button Note Deletion of a Certificate is irreversible 113 Tracking Inbox The Tracking Inbox
12. Request Details The details of the certificate request are shom below You can either copy them from here and paste them into a request form or save to a file for later processing MIIBCTCBuAIBADBYMOswCQYDVOQGEWIVUZE JMAcGALUECHMANQKwBwYDVQ0LEwAxCTAHB gNVBAc ADE JMAcGAlLUECBMAMQEwBwYDVOQDEwAxDZANB gk qhkiG9wOBCQEWADBCMAOGCSqGSIbSDQEBAQU AOSAMEGCQQCS841laAcrrJgWBPSGxNLETsfivdpgqloRprriSaRWZzfqj 3kH3HobP2Z8IEHee zTQREGh 2ZB9sR1LN06B1bA8204Y LAgMBAAEWC OY FRw4DahO FAANBAIBGx6JE6axXNVrxLOCtPEVEONNOUQdO OYOw3M puUCSy 7510Bg2xn93a0 4YHaNFKPhLpLyhid5GiSrLPN4GkG1U aa gt Copy Save IMPORTANT In order to import the certificate when it is returned by the CA you MUST save the associated private key by clicking on the Save Private Key button If you fail to do this you will not be able to use the certificate as a local ID Clicking on Save Private Key will also close this dialog box so please ensure you have copied or saved the request details first Cancel Save Private Key If the request is generated properly Templar 5 will display the Request Details Window e Request String the text in the main window is the Certificate Request This entire string of characters must be provided to the Certificate Authority Most authorities have online forms that you can simply paste in the string Templar 5 allows you to Figure 53 Certificate Request copy to clipboard EE EZ A7 Request Details copied
13. type in the email address of the Templar 5 operator i e the server administrator o Send email when any error is logged select this box to send an email to the operator email address when an error is logged by Templar 5 HTTP Server Settings o AS2 HTTP Port Number the port number that the remote Templar 5 trading partner must use when transmitting data via HTTP o AS2 HTTPS Port Number the port number that the remote Templar 5 trading partner must use when transmitting data via HTTPS o HTTP Response Timeout the number of seconds to hold an HTTP connection before ending inactive connections Setting to 0 will allow connections to be open indefinitely o HTTP Receive Page the path that the HTTP Listener will monitor for incoming files If set to AS2Dataln you full URL would be http domain_name port AS2Dataln TCP Direct Receive Settings configure how TCP Direct will work when receiving documents o Port Number the port number that the remote Templar 5 trading partner must use when transmitting data via TCP Direct o Max Concurrent Connections specify the number of concurrent connections i e the number of Remote Trading Partners that can be transmitting data via TCP Direct at the same time TCP With SSL Settings configure how TCP with SSL will work when sending documents o Certificate click the Button to open the Certificate Lookup Window 157 Figure 104 Certificate Lookup Window x Find G
14. 117 Viewing an Attached File An attached file can only be viewed from within the Tracking Details Window There are three ways to access the Tracking Details Window e The first way is to click on the transmission you want to view with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option e The second way is to highlight the transmission you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option e The third way is to highlight the transmission you want to view by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring up the Tracking Details Window Figure 79 Viewing an Attached File File Details x File C Program FilesiTFiveSerentransmitarchiveADHOC 3490 DAT Only showing first 100Kb of data ISA 00 0000000000 00 0000000000 45 2 t44 l ol 021220 1300 U 00302 000000001 0 P gt GS FT 2 1 021220 1300 1 X 00302085T 996 000000001 BGF adhoc clients pdf FI BASE6 4 K3 JVBERiOxLjMNJeLjZz9MNCj I 4ANiAwIG9iag08PCANLOxpbmVhem162ZU0gMSANLOS gj g4IAOvSCBb IDEwND I SIDMwNzE gXSANLOwgMzQyNDY SIAOvRSAxNDUYNTQ gD S90IDEWLAOvVV CAzMzY2MzAgDT4 IAllbuRyYmoNICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAY ICB4cmVuDTIANi AOOTK gDTAWMD AWMDAWMTY gIDAvIDAgbgOKIDAVIDAXDMZMiAvIDAVMCBUDQOWw MDAwMDEZNTAwIDAwMDAwI G4NC 3 AWMDAWMTMSMTE ghD
15. 90 Importing Certificates ccceeceeceneeceeeeeeeeeeeeaeeseeeeseaeeseaeeeseaeeseeeeteaeeee 95 Importing a Remote Certificate 95 Importing a Local Certificate Digital ID 98 Exporting Certificates ccccccecceceeeeeeeeeseeeseaeeeeeeeeseaeeseeesteaeeseneeesenees 101 Export a Certificate A 101 Export a Digital ID Local Certificate cceeeeeeseeeeeeeteteeees 105 Viewing a Certificate ecccccceccccececeeeseeeeeeeeseeeeceaeeseeeeeeaeeseeeeseneeees 107 General el E 108 Details TAD cecisazs ooeiids eeid ieee cascecaneds sions NN 109 Certification Path Tab 110 Certificate Revocation ccccecceeeeeeeeneeteteeeteaeeeeaeeeeeaeeteaeeseeeeteaeeseaeeeseaeeees 111 View and Edit CRL Properties ccccceeeeeeeeeeeseneeeeeeeeeeaeeseneeeseeeee 111 BLIEIR O n E A A ta sean qeueite seesaiateae ts 112 Tracking Brel EE 113 Deleting Transmtseons 114 Reprocess a Transmission ceeeeeeeeseneeeeeeeeeeeeeeeneeeeeenaeeeeeeneeeeeeaaes 114 Reprocess a Hecept neiseina iiid diaii eed deaa 115 Viewing Transmissions sssesessressriressrrniesernnsrtnnnestraneennnetenaneenanennna 115 Viewing an Attached File AA 117 Sortingin EE 118 Searching i TS EE 118 Tracking Qutboxk eiee ieee iieiea iai a aiaa eeh ee 119 Deleting Transmtseons 120 Reprocess a Transmission ccceeeeceeeeeeeeeeeeeeneeeesesaeeeeeesaeeeeseneeeeseaaes 120 Set a Transmission to Error cccccceceececeeeeeeeeeeeeeeeeeeeese
16. Applications zi D Data SA Tools Ae Administration Systern Log Files General l ices Service Settings T5 Parallel Tasking Datatype mapping Archive and Delete Cleanup Database Setup E Set Password JDBC User Name Test Connection Security G Users Database Type TS Internal Database ei 5 Use Connection Pooling E fo 4 Host Name Harkonin Port Number ka 4 The host name is the name of the T5 server running the Internal Database Seri the port is the port number defined for the database If this server machine running the Internal Database Server then the database name and port number up on the Service Settings page under DB Server Database Name and DB Se Port and the Internal Database Service must be enabled templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Internal Database has the following settings o Host Name The host name is the name of the Templar 5 server running the Internal Database Server and the port is the port number defined for the database If this server machine is also running the Internal Database Server then the database name and port number is set up on the Service Settings page under DB Server Database Name and DB Server Port and the Internal Database Service must be enabled o Port Number the port for th
17. D REH 121 Delete a Log Entry E 126 Delete a Log Filesvisicr ail teen Gis She EECHER 150 Delete a Templar 5 Server cccccccccceceseeceneeeeeaeeceaeeeeeneesaeeeseneeseaeeseaeeesaaeeseaeesseaeeseaeesseaeessaeetaas 143 Delete a Trading Partner Agreement 78 Delete Data EE 124 Delete Data Parameters eniinn ERRETA E 138 Deleting a Local Trading Partner 45 Deleting a Remote Trading Partner 57 Deleting a Leer 190 193 197 lee TING JOD S yes ee g eenegt Eed EE See 133 Deleting Transmissions ssssseseeeseeeetittteesettrtttntttetttttt trtne st ttnn nEnen EEEE En Ennet En EEEn nnnn eenen 111 117 MS 205 207 EE EE eee rece reece ater cere reece ee 205 207 E Edit a Trading Partner el 77 Editing a Local Trading Partner 44 Editing a Remote Trading Pater 56 Editingra EE EE 190 193 198 Editing Existing JODS 0 cccceeccceeeeeeeeeeenaeeeeeeeeeseceaaeeeeeeeeesececaaeeeeeeeessesennaeeetess 131 189 191 192 Exporta Certificate o xcs22ccia tact tegt fave deeded sedis ka ER i edin deelen oaa aiian adi aoned aan iai 98 Export a Certificate to a File ccccecscecesceceseeeeeeeeeeeeeeneeeeaeeeeeaeesaeeceaeeesaaeesgeeesseaeeseaeesseaeessueeesanes 98 Export a Certificate via Email 99 exporta Digital lD renea ea ected gen RE peed dis ae ceueel ac bike EES EARRA E i 102 215 Seet EE 41 Leet RER ELE 38 Leet EE 37 Exporting Certificates 2 2 0 cecccecccceceeeceneeeeneeeeeaeeceeeeeeaeeseaeeseaeeeseaeeseaeee
18. Harkonin 8452 Licensed For 6 Trading Partners There are two ways to change the default parameters of a Security Envelopes e The first way is to highlight the security envelope that you want to change by clicking on it with your primary mouse button Click the Action Button This will bring up the Action Submenu Select the Properties Option e The second way is to highlight the security envelope that you want to change by clicking on it with your primary mouse button Select the Properties Option from the Edit Menu Both of these methods will bring up the Security Envelope Defaults Window 181 Modifying Security Envelopes S MIME Figure 121 Modifying Security Envelopes S MIME xi Security envelope Simin Description RSA PKCS 77 encryption and signature EDIFACT AUTACK receipt Encryption type DES ei Signature type RSA MD5 S MIME ei Expected receipt AUTACK signed using RSA MD5 ei OK Cancel Help e For the S MIME Security Envelope you can configure the following parameters in the Security Envelope Defaults Window o Description a textual description of the security envelope o Encryption type use the drop down menu to choose the type of encryption that Templar 5 should use when wrapping documents with S MIME security see Appendix G for definitions of Templar 5 encryption types o Signature Type use the drop down menu to choose the type of signature that Templar 5 should use when wrapping documents with
19. In each instance the appropriate Trading Partners are displayed in the Main Window 29 Local Trading Partners Overview Local Trading Partners are members groups departments etc within your organization By creating multiple Local Trading Partners you can better organize your incoming and outgoing EDI transactions Traditionally there needs to be a separate certificate for each local Trading Partner Adding a Local Trading Partner There are two ways to Add a Local Trading Partner from the Trading Partners Window e The first way is to click on the Edit Menu and select the Actions option This will open the Actions Submenu From the Actions Submenu select the New option which will open the New Submenu From the New Submenu select the Local Partner option e The second way is to click on the Actions button displayed at the top of the Main Window This will open the Actions Submenu From the Actions Submenu select the New option which will open the New Submenu From the New Submenu select the Local Partner option e Both methods will open the New Local Trading Partner Details Window Figure 12 New Local Trading Partner Details General Tab New Local Trading Partner Details f x Partner ID Partner Name EDI Email Address Export Save Close Help This window has five tabs for which you can enter Local Trading Partner information General basic information about the Local Trading Partner EDI Qualifier ID t
20. Minimum Space Available 200 MB Suggested Space Available 5 10 GB Suggested Hard Drive Ultra DMA Mode 5 Hard disk or Ultra Wide SCSI however any hard disk will do Templar 5 Archives all data sent in and out Depending on the size of data please plan appropriately Example 1 MB data sent 100 times a day 200 MB of archived data a day 6 GB a month in storage Network Adapter Templar 5 is a protocol based data encryption movement software Which utilizes the following protocols HTTP S FTP SMTP POP3 POP3 with SSL SSH TCP IP TCP IP with SSL and Direct File Transfer Internet Access or appropriate routing will be needed depending on your choice of transportation Templar 5 Installation Pre Installation It is highly recommended that you complete the Pre Installation Checklist found on the installation media before beginning this process Prior to installing Templar 5 you should verify your available memory and CPU see Hardware Requirements Installation and Setup Follow the screens on the Templar 5 CD ROM to specify your Operating System and that you want to install Templar 5 Once you have located the page click the option to install the Templar 5 Server Client or Desktop e The first screen of the Templar 5 Installer prepares your system for the installation process Once prepared the process continues Figure 1 Templar 5 Installer Opening Screen Setup T5 5 Server 5 5 1 Welcome to the T5 5 Se
21. P Generalf ED Qualifiers ID Certificates Contact Information Notes Qualifier i ID AA Company XYZ 1 Company QRS Import Save Close Help To Add a New EDI Qualifier and ID e Click on the New button This will bring up the EDI Qualifier and ID Window There are two fields for which you must enter information o Qualifier a two character qualifier o ID a telephone number or DUNS number that uniquely identifies the trading partner e Click on the OK button when finished e The Qualifier and ID will now appear in the table To add another Qualifier and ID repeat the process To Delete an EDI Qualifier and ID e Select the EDI Qualifier that you wish to delete and press the Delete Button This will bring up the Confirmation Window e Click on the Yes Button to delete the Qualifier or the No Button to cancel the deletion 52 New Remote Partner Certificates Tab A certificate is a digital document which verifies that a public key belongs to a given organization X 509 certificates make it possible for Templar 5 to provide encryption decryption of data authentication non repudiation of origin and non repudiation of receipt Figure 32 New Remote Trading Partner Details Certificates Tab xl General ED Qualifier D f certificates Contact Information Notes Bound Certificates Issued To Issued B Expiration D Usage Templar Support Jerr Templar Support Jerrod 6 21 04 Encryption
22. Submenu Select the Delete Option The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Delete Option The third way is to click on the user you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option All of these of these methods will bring up the Templar 5 Confirmation Window Editing a User There are three ways to edit an Existing User within the FTP User Window The first way is to click on the Action Button This will bring up the Action Button Submenu Select the Properties Option The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Properties Option The third way is to click on the user you want to edit with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option All of these of these methods will bring up the User Maintenance Window The settings that can be edited in an FTP User profile are the same as when adding a new user 192 FTP Steps The FTP Steps sections allows for specific FTP commands to be used by Templar 5 Templar 5 has all of the steps necessary for trading via FTP using the AS3 standard It is not recommended that you add modify or delete any steps without the direct instruction of a Templar 5 Support Technician Modifying or deleting existing steps may result in th
23. click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Export Option This will bring up the Export Submenu Select either the o Certificate to a File Templar 4 0 Compatible o Certificate via email Templar 4 0 Compatible e Second click on the Edit Menu and select the Export Option This will bring up the Export Submenu Select either the o Certificate to a File Templar 4 0 Compatible o Certificate via email Templar 4 0 Compatible e Third click on the Certificate you want to export with your secondary mouse button This will bring up the Context Sensitive Menu From the Context Sensitive Menu select the Export Option This will bring up the Export Submenu Select either the o Certificate to a File Templar 4 0 Compatible o Certificate via email Templar 4 0 Compatible e Fourth double click on the Certificate you want to Export This will open the Certificate into the Certificate Details Window o Click on the Export Button This will bring up the Templar 5 Confirmation Dialog To export just the Certificate click on the No Button The actual process by which to export a Certificate to a File or via email for Templar 4 0 is exactly the same as Exporting a Certificate to a File or Exporting a Certificate via Email 105 Export a Digital ID Local Certificate A Digital ID is the combination of a Certificate and Private Key This export process should only be used for
24. 08 PM 000000881 ADHOC4129 DAT OSIRIS 02 GHOST Complete Web Inte E gt 2198 12 31 03 1 03 23 PM 12 31 03 1 06 10 PM 000000880 ADHOC4092 DAT OSIRIS 06 TRINITY Complete Web Inte E gt 2197 12 31 03 1 03 18 PM 12 31 03 1 05 10 PM 000000679 ADHOC4091 DAT OSIRIS 06 GHOST Complete Web Inte E gt 2196 12 31 03 1 03 09 PM 12 31 03 1 05 52PM 000000678 ADHOC4090 DAT OSIRIS 05 TRINITY Complete File Interf 2194 12 31 03 1 02 56 PM 12 31 03 1 04 37 PM 000000877 ADHOC4087 DAT OSIRIS 05 GHOST Complete File Inter Ge 2193 12 91 03 1 02 49 PM 12 31 03 1 08 31 PM 000000676 ADHOC4085 DAT OSIRIS 04 TRINITY Complete TCP Direct D 2192 12 31 03 1 02 31 PM 12 31 03 1 04 29 PM 000000675 ADHOC4083 DAT OSIRIS 04 GHOST Complete TCP Direct D 2190 12 31 03 1 02 15 PM 12 31 03 1 04 14 PM 000000674 ADHOC4082 DAT OSIRIS 03 TRINITY Complete FTP E gt 2189 12 31 03 1 02 13 PM 12 31 03 1 03 31 PM 000000673 ADHOC4080 DAT OSIRIS 03 GHOST Complete FTP E gt 2187 12 31 03 1 01 29 PM 12 31 03 1 02 56 PM 000000672 ADHOC4O76 DAT OSIRIS 02 TRINITY Complete Web Inte E gt 2186 12 31 03 1 01 28 PM 12 3103 1 0213PM 000000671 ADHOC4075 DAT OSIRIS 02 GHOST Complete Web Inte 18 Hemes templar osiris 8452 Licensed For 6 Trading Partners 119 Tracking Outbox The Tracking Outbox provides both general and detailed information about outgoing interchanges including their destination whether they were successful when they were sent whether they were ret
25. 2007 Subject OU Support Test 0 CI Inc C US public exponent 10001 modulus c4c0f9da9083563e28349537fec0843c8429776d7f719e73d795d257475b82 a a492f33986a688eeafdab69b6eafc08l12b04018508ed9f12a786d90lba92 ad3a7f3al61748dfbdab9725a29d39e9407ee6lab5eal561122d27b2c85232 NNN x e The Audit Log Details Window provides you a number of information data elements about the transmission This data includes o Date the date the event was logged o Time the time that the event was logged o Program Name the software component of Templar 5 that is responsible for generating the event o Tracking Number a unique number assigned by Templar 5 for certain types of events o Message Type the type of message Options include Error Warning 131 132 O O Diagnostic Successful Message the specific message Details specific details about the event Monitor Templar 5 Services The Templar 5 Monitor Services window provides you an overview of what services are currently running in your Templar 5 system See Appendix B for a complete listing of Templar 5 Services and their functionality 133 Schedule Jobs The Templar 5 Schedule Jobs utility is a useful tool to automate the cleanup of data and the Templar 5 database With this utility you can schedule jobs at night that involve large amounts of data so that those jobs dont strain important resources Although there is a separate location to create Data Archi
26. AS2 Receipt 7 Y Completed A S 9062 10 22 03 2 12 30 10 22 03 2 14 18 000000084 HTTP1782 dat CI SUPPORT T5 AS2 Receipt e tee E 9060 10 22 03 2 12 20 10 22 03 2 14 10 000000079 HTTP8246 dat CI SUPPORT T5 AS2 Receipt e Data 3 E 9056 10 22 03 2 12 04 10 22 03 2 13 36 000000078 HTTP7084 dat ClSUPPORT T5 AS2 Receipt E Tools S B 9052 10 22 03 2 11 47 10 22 03 2 13 29 000000075 HTTP6437 dat CI SUPPORT T5 AS2 Receipt E Administration 9049 10 22 03 2 11 28 10 22 03 2 13 25 000000072 HTTP8378 dat CI SUPPORT T5 AS2 Receipt S 9047 10 22 03 2 11 17 10 22 03 2 13 20 000000073 HTTP7821 dat CI SUPPORT T5 AS2 Receipt E 9046 10 22 03 2 11 14 10 22 03 2 12 36 000000077 HTTP5767 dat CI SUPPORT T5 AS2 Receipt 7 9043 10 22 03 2 11 07 10 22 03 2 12 31 000000074 HTTP6390 dat ClSUPPORT T5AS2 Receipt 7 5 E 9038 10 22 03 2 10 41 10 22 03 2 12 26 000000068 HTTP5353 dat CI SUPPORT T5 AS2 Receipt Bi E 9037 10 22 03 2 10 36 10 22 03 2 12 23 000000076 HTTP1539 dat CI SUPPORT T5 AS2 Receipt 9034 10 22 03 2 10 20 10 22 03 2 12 17 000000071 HTTP2228 dat ClSUPPORT T5 AS2 Receipt 9031 10 22 03 2 10 11 10 22 03 2 11 29 000000067 HTTP5385 dat CI SUPPORT T5 AS2 Receipt i E 9030 10 22 03 2 10 04 10 22 03 2 11 23 000000070 HTTP1672 dat Cl SUPPORT T5 AS2 Receipt E 9028 10 22 03 2 09 57 10 22 03 2 11 20 000000069 HTTP1248 dat ClSUPPORT
27. Box Figure 88 Delete a Log Entry Confirmation Dialog x 2 Are you sure you want to delete this item This action is irreversible Cee m e Click on the OK Button to delete the transmission or the Cancel Button to abort the deletion Note Deleted log entries cannot be recovered 130 View the Properties of a Log Entry There are three ways to View a Log Entry e The first way is to click on the log entry you want to view with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option e The second way is to highlight the log entry you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option e The third way is to highlight the log entry you want to view by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring up the Audit Log Details Window Figure 89 View Properties of an Audit Log Entry Audit log details i Date Program name Tracking number Message type Message Details December 20 2002 Time fi 2 30 29 PM PST certificateService NIA Diagnostic Successfully added certificate Certificate Details Version 3 Serial number 4415148680034648065 Signature algorithm md5WithRSa Encryption Issuer OU Support Test 0 CI Inc C U5 Valid not before Mon Jul 29 15 45 58 PDT 2002 not after Sun Jul 29 15 45 58 PDT
28. Cancel Help Templar 5 will automatically transmit non EDI files placed into a specific Monitor Directory as specified in the Trading Partner Agreements gt gt Send Policy Note the monitor directory must be an absolute path to a directory on your hard drive or network When you send a flat file through Templar 5 using the automatic transmission option Templar 5 picks up your flat file as is encrypts it and sends it to the Trading Partner Note files that are placed into the Monitor Directory for automatic transmission are deleted from that directory upon transmission For a complete list of Templar 5 directory see Appendix 213 Automatic EDI or XML transmission Templar 5 automatically transmits EDI and XML data in one of the following ways 214 Preprocess Multiple interchange data is placed into the Templar 5 preprocess directory by your EDI XML Translator transmit preprocess is the default directory off the install of the Templar 5 Server for this directory Utilizing the EDI File Rationalization Service Templar 5 then splits each Interchange into a separate file and sends it automatically Pickup Single interchange data is placed into the Templar 5 pickup directory where it is processed without manipulation transmit pickup is the default directory off the install of the Templar 5 Server for this directory Index A Kiel KM et 143 Adding a New JOD EE 134 Additig a New USe ti niiair tein Guiles a
29. Day Evaluation Copy Serial Number A65A 4026 16AE 1E5B C1A9 7D82 C524 0699 Figure 9 Templar 5 Client Startup Figure 10 Templar 5 Client Login Screen Screen e To use the Templar 5 Desktop you must login in to Templar 5 This is accomplished by typing in your Username and Password e The default username is templar e The default password is templar e Upon successful acceptance of your username and password the Templar 5 Desktop will launch 23 Using Templar 5 The Using Templar 5 section concerns only the Templar 5 Client application whether part of the Enterprise or Desktop package Templar 5 Welcome Screen The Templar 5 Client Welcome Screen displays important information about your connection to the Templar 5 server the Templar 5 version and provider of the JVM on your machine The Welcome screen also provides information that will remain on each screen of Templar 5 as you use the application Located in the lower right corner this information details who is currently logged in the server name and port number and licensing information Setting the Templar 5 Theme Templar 5 has made it possible for you to customize the look and feel of the software interface through several default themes When you select a theme the color of the main header buttons and drop down menus change to reflect the new look There are no actual changes made to the functionality of the program To change the theme of your Templ
30. EI Max concurrent sessions 250 iis POP3 Settings Incoming mail server mail templarsoftware cam support Account 7 Use Secure SSL TLS Connection to POP3 Server un PR 60 El seconds Port Number Check for new mail every e File Masks and Naming Options O 156 Pickup Masks Templar 5 will only pick up files from the transmit pick directory that have filenames that correspond to the masks listed here Multiple file masks for pick up can be specified by separating them with a comma i e dat edi Output File Pattern type in the output file name pattern you want all decrypted files to be named using The following replaceable parameters not case sensitive are available next number CONTROLNUMBER Interchange Control Number SENDERID ID of Sender SENDERIDQUAL Qualifier of Sender RECIPID ID of Recipient RECIPIDQUAL Qualifier of Recipient TRACKINGNUM Tracking Number DATE Current Date TIME Current time If the generated file name already exists we add a number to the end of the file such as test dat 3343 The default pattern is OUT dat which creates a file called OUT followed by the next sequential number with a dat extension You can put multiple parameters into the pattern and any other text so you could have something like this Outputfile controlnumber from senderid date time dat Server Settings o Operator email address
31. FTP site Destination Folder the subfolder in the FTP directory into which the data will be saved AS3 From Header your unique AS3 ID AS3 To Header your partner s unique AS3 ID Port Number the port number on the remote Trading Partner s FTP server through which the connection will be made You can click on the Use Standard Port Button to set the port to 21 Retry Times the number of times that Templar5 should try the connection in the event of connection failure before producing an error Secure Socket Layer the type of SSL or TSL to be used in the connection is specified here by selecting the line in the drop down list Orchestration the specific orchestration for pulling files from this partner is selected from the drop down list Use Passive FTP More selecting this option will over ride the orchestration and always force Templar 5 to always use passive mode User Client Authentication Select this option if your partner requires you to use client authentication when trading via FTP TCP with SSL Host Name the name of the Remote Trading Partner s host IP address or DNS name to which the data will be sent Port Number the port number on the Remote Trading Partner s TCP server through which the connection will be made Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before giving up and producing an error Resume Time Limit the break
32. Key Algorithm RSA Public Key Data 30 5C 30 0D 06 09 2A 86 48 86 F7 0D 01 fe Thumbprint 71 ED BC 53 78 D8 05 62 FC F4 2C 5E E te KeyUsage digitalSignature keyEncipherment dataE Export Close Help The Certificate Details gt gt Details Tab displays more detailed information about the Certificate such as e Version Serial Number Signature Algorithm Issuer Valid From Valid To Subject Public Key Algorithm Public Key Data Thumbprint KeyUsage 110 Certification Path Tab Figure 73 View Certificate Certification Path Tab Certificate Details x Genera Certification Path Certificate status Export Close Hel B The Certificate Details gt gt Certification Path Tab displays information about other certificates upon which this certificate is dependent for validation This is called the Certificate Chain 111 Certificate Revocation CRLs Certificate Revocation List are published by Certificate Authorities and are used to prevent Templar 5 from using a compromised certificate Entries in here are made automatically whenever you import a Remote Certificate Templar 5 will automatically place that Certificate into the list so that you can manage its revocation settings For each Certificate in the Certificate Revocation Window you can accomplish two tasks e View and Edit CRL Properties e Delete CRL Properties View and Edit CRL Properties The CRL Properties
33. Key length 512 OK Cancel Help e The Contact Tab provides basic information about the individual requesting the certificate o Common Name the name of the person requesting the certificate o Titlke common title within the company i e Manager of Information Services o Phone number department phone number 87 Figure 50 Create Certificate Request Address Tab General Contact f Address Street address Locality State or province Zip Postal code Key generation Key length 512 OK Cancel Help e The Address Tab provides more detailed information about the company to which the certificate will be assigned This information will be included in the certificate o Street Address the address of your company o Locality City or Province o State or Province the state or province in which your company is located o Zip Postal Code your postal code When you are finished providing information click the OK Button to generate the request This will bring up the Templar 5 Confirmation Dialog Box Figure 51 Generate Certificate Request Confirmation Dialog EE ij x C Click OK to generate this certificate request or Cancel to cancel Please Note Certificate Generation for large key sizes may take a long time Click the OK Button again to confirm the creation of your Certificate Request 88 Figure 52 Certificate Request Details Window Request Details E
34. Local Certificate Digital ID A Local Certificate is a combination of public key and private key Storing a private key with a certificate is a serious security risk Classified Information Inc recommends that you only export Local Certificates for backup purposes There are two ways to import a Local Certificates The first way is to click on the Actions Button This will bring up the Actions Button Submenu Select the Import Option This will bring up the Import Submenu Select the certificate The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Import Option This will bring up the Import Submenu Select the certificate Both of these methods will bring up the Import Digital ID Window Figure 63 Import a Digital ID Import Digital ID x Filename P Challenge Phrase OK Cancel Help Click on the Button to open the Open Window Use the navigation to locate the Digital ID to import Once you have located the file you need to enter the Challenge Phrase This phrase a combination of characters letters and numbers was entered when the Digital ID was exported When you have entered the Challenge Phrase click the OK This will bring up the Certificate Import Window 99 Figure 64 Certificate Import Window Certificate Details x Details Certification Path Certificate Information This certificate is intended to provide the following
35. MDS5 AUTACK ei Expected receipt AUTACK signed using RSA MD5 ei OK Cancel Help e For the Templar 4 0 MIME Security Envelope you can configure the following parameters in the Security Envelope Defaults Window o Description a textual description of the Security Envelope o Encryption Type use the drop down menu to choose the type of encryption that Templar 5 should use when wrapping documents with Templar 4 S MIME security see Appendix G for definitions of Templar 5 encryption types o Signature Type use the drop down menu to choose the type of signature that Templar 5 should use when wrapping documents with Templar 4 S MIME security o Expected Receipt use the drop down menu to select the type of receipt that is expected from documents encrypted with this type of security envelope 184 XML Definitions By defining XML Data types you can natively transfer XML data files through the standard Transmit Receive folder set Add a New XML Definition There are two ways to create XML Definitions Figure 124 XML Definitions Window lolx File Edit Tools Theme Help See Hab SES 26 23 T5 Root SHA Applications XML Definitions Data This is where XML Definitions are maintained t Tools f Administration Da GU Wuer ER System Log Files J Description Root XPath E Server Properties e d Security Envelopes EZ Automatically resize columns to fit screen
36. Option e Second click on the Edit Menu and select the Properties Option e Third double click on the Certificate All of these methods will open the Certificate into the Certificate Details Window There are three tabs of information within the Certificate Details Window e General e Details e Certification Path 108 General Tab Figure 71 View Certificate General Tab Certificate Details x Details Certification Path Certificate Information This certificate is intended to provide the following Digital signature Data encryption Issued to Templar Support Jerrod Issued by Templar Support Jerrod Validfrom Jun 21 2002 to Jun 21 2004 Export Close _ Help The Certificate Details gt gt General Tab displays basic information about the Certificate such as e Certificate Intentions what the certificate is intended to do such as o Provide a digital signature o Provide data encryption e Issued to to whom the certificate was issued e Issued by who issued the certificate e Valid from the date range from which the certificate is valid 109 Details Tab Figure 72 View Certificate Details Tab Certificate Details E General f Details Certification Path Field Value Cl Version v3 Serial number 64 Signature Algorithm mdsvvithRSAEncryption Issuer Valid From Monday November 11 2002 Valid To Thursday November 11 2004 Subject Public
37. Partner from who the transmission originated To the remote Trading Partner to whom the transmission is intended Direction whether the transaction was incoming or outgoing Start Date when the transmission was officially started Status the status of the transmission this coincides with the filters Error Completed In Progress o Method the transmission method as specified by the Trading Partner Agreement between the two partners o Notes the original filename o Details details of each file attached to the transmission Details include Date Time the date and time of each step of the transaction Filename the name of the file during each step of the transaction Status the status of the transmission 00000 123 Viewing an Attached File An attached file can only be viewed from within the Tracking Details Window There are three ways to access the Tracking Details Window e The first way is to click on the transmission you want to view with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option e The second way is to highlight the transmission you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option e The third way is to highlight the transmission you want to view by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring
38. Rijndael was strongly influenced by the design of the block cipher Square which was also created by Joan Daemen and Vincent Rijmen The name of the algorithm is a combination of the names of its two creators The Rijndael web page jokes that the name Rijndael was used because we were both fed up with people mutilating the pronunciation of the names Daemen and Rijmen The algorithm can be implemented very efficiently on a wide range of processors and in hardware Like all AES candidates Rijndael is very secure and has no known weaknesses Serpent Serpent is a 128 bit block cipher meaning that data is encrypted and decrypted in 128 bit chunks The key length can vary but for the purposes of the AES it is defined to be either 128 192 or 256 bits This block size and variable key length is standard among all AES candidates and was one of the major design requirements specified by NIST The Serpent algorithm uses 32 rounds or iterations of the main algorithm Like DES Serpent includes an initial and final permutation of no cryptographic significance these permutations are used to optimize the data before encryption The detailed description of the actual algorithm is contained in the official Serpent paper submitted for the AES by the algorithm s designers Twofish Twofish is a symmetric block cipher a single key is used for encryption and decryption Twofish has a block size of 128 bits and accepts a key of any length up to 256 bit
39. Select the Via e mail Option This will bring up the Send Trading Partner Details via Email Window Figure 24 Export Local Trading Partner via Email specify address to send Send Trading Partner Details via Email x Enter e mail address to send this Trading Partner information to Ee Enter any additional information to putin the body of the e mail OK Cancel Help e There are two fields for which you can enter information to send the Local Trading Partner information via Email o Email Address this field is required You must specify an Email address to which to send the Local Trading Partner information This will need to go to the personal Email of your partner and not the EDI Email address o Additional Information you can use this field to enter a message to the recipient such as who the Local Trading Partner is and what to do with the information e When you are satisfied with the email address and any additional information press the OK Button to send the Email If there are no errors in sending the Successfully Submitted to Queue Window will be display that the email will be processed immediately 43 Export as a File To Export a Local Trading Partner as a tpd Trading Partner Details File Figure 25 Trading Partner Window with Trading Partner LAG File Edit Tools Theme Help 23 T5 Root d HAl Applications Ba Trading Partners Y All SY El LY Remote Gei Trading Par
40. Solaris 2 6 or Higher HP UX 11 or Higher AIX 5 0 or Higher Mac OS X 10 1 or Higher Java Requirements Templar 5 requires Java version 1 4 2 with the Java Cryptography Extension JCE Unlimited Strength Jurisdiction Policy Files 1 4 2 The Java Jar file placement is crucial to Templar 5 installation If you have installed Java in the default directory Templar 5 will have no problem locating it for installation But if you installed Java in a non default directory and even changed the name you must reflect those changes in your system environment path Hardware and Storage Requirements Templar 5 requires the following hardware and storage requirements e CPU e Memory e Hard drive e Network Adapter CPU Minimum 400 MHZ Suggested 800 Megs 1 4 GHZ Templar 5 uses about 1 percent of CPU usage at a constant and will spike to 100 available during data processing You will need to set your own application variables to limit Templar 5 s use of available system resources if you with it operate using less that 100 of available system CPU Memory Minimum 128 MB Suggested 512 MB 1 GB Templar 5 uses 100 MB of memory at a constant When processing data memory may spike as much as twice the data size Hard Drive With regard to performance hard disk is that the single most important factor affecting performance of the system This is because it is used extensively when creating and processing messages
41. Web Int Y h gt 9068 10 22 03 2 13 04 10 22 03 2 15 48 000000312 Original File Cop T5 AS2 CISUP Compl Web Int Y Completed A gt 9064 10 22 03 2 12 39 10 22 03 2 16 17 000000311 Original File Cop T5 AS2 CI SUP Compl Web Int A E InPrograss Ex 9061 10 22 03 2 12 29 10 22 03 2 15 51 000000310 Original File Cop T5 AS2 CI SUP Compl Web ln ep Data E gt 9058 10 22 03 2 12 16 10 22 03 2 16 20 000000309 Original File Cop T5 AS2 CISUP Compl Web Int amp Tools A gt 9055 10 22 03 2 11 59 10 22 03 2 15 35 000000308 Original File Cop T5 AS2 CI SUP Compl Web Int amp Administration gt 9053 10 22 03 2 11 49 10 22 03 2 15 44 000000307 Original File Cop T5 AS2 CISUP Compl Web Int gt open 10 22 03 2 11 36 10 22 03 2 16 13 000000306 Original File Cop T5 AS2 CI SUP Compl Web Int Ex 9045 10 22 03 2 11 09 10 22 03 2 15 59 000000304 Original File Cop T5 AS2 CISUP Compl Web Int 9044 10 22 03 2 11 09 10 22 03 2 16 32 000000305 Original File Cop T5 AS2 CISUP Compl Web Int j E gt 9042 10 22 03 2 11 01 10 22 03 2 16 35 000000303 Original File Cop T5 AS2 CI SUP Compl Web Int 5 gt 9039 10 22 03 2 10 51 10 22 03 2 15 38 000000302 Original File Cop T5 AS2 CI SUP Compl Web Int gt 9035 10 22 03 2 10 30 10 22 03 2 14 26 000000301 Original F
42. after they are inactive for the number of minutes specified Force user to change password at next login when checked will required the user account to change their password the next time they log into Templar 5 Password never expires when checked the user account never needs a new password When unchecked the user will be required to change their password on regular intervals which are determined by the setting Password expires every days Allow Bank Passwords when checked the user can have a blank password Click the Save Button when finished to add the New User 198 Deleting a User There are three ways to delete an Existing User within the User Window e The first way is to click on the Action Button This will bring up the Action Button Submenu Select the Delete Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Delete Option e The third way is to click on the user you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option All of these of these methods will bring up the Templar 5 Confirmation Window Figure 134 Delete a User Confirmation Dialog 2 Are you sure you want to delete this item This action is irreversible ei Click the Yes Button to delete the User or the No Button to cancel the deletion Note Deleting a user cannot be undone 199 Edit
43. allows for specific accounts to be added that allow you partners to connect to you Templar 5 s sFTP Server and upload or download files Adding a New FTP User There are two ways to add a New User within the FTP User Window e The first way is to click on the Action Button This will bring up the Action Button Submenu Select the New Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option Both of these methods will bring up the FTP User Maintenance Window Figure 130 FTP User Maintenance Window FTP User Maintenance x UserName FTP Directory _ User Enabled _ Write Permission Set Password There are 5 things you will need to setup for each new FTP User e User Name tThe account name your partner s FTP Client will use to connect to your sFTP server e FTP Directory The full path to the specific directory for your partner to upload files to or download files from e User Enabled Checking this option enables the account e Write Permission Checking this option gives the account write permissions e Password Clicking the Set Password button will bring up a dialog box to allow you to set the account password 191 Deleting a FTP User There are three ways to delete an Existing User within the FTP Users Window The first way is to click on the Action Button This will bring up the Action Button
44. and remove that data from the database Figure 93 Archive Data Parameters xi Status O Completed O Errors Both Criteria A Date range Start date time Dec 20 2002 13 43 v End date time Dec 20 2002 13 43 Older than K E Archive to directory Cancel Help e The following parameters can be set for the Archive Data Job o Status select what type of data will be archived according to Status Message Options include Tracking range Completed Errors Both o Start date time the starting date and time of the data to be archived Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o End date time the ending date and time of the data to be archived Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o Older than in days select this radio button to specify any transmissions that are older than a certain number of days o Tracking Range select this radio button to specify data tracking numbers o Archive to Directory specify a folder on your hard drive in which to archive the data Click the OK Button when you are satisfied with the Job Parameters 140 Clean Up Database Parameters The Clean Up Database Parame
45. area allows you to set parameters for how any data is handled after it is decrypted O Destination Folder specify a destination directory to output the decrypted EDI or XML file The filename will be OUT dat with the incrementing with each file Output File Pattern type in the output file name pattern you want to use to name all decrypted files for this Trading Partner Agreement If left blank the Server Level Output File Pattern will be used The following replaceable parameters not case sensitive are available next number CONTROLNUMBER Interchange Control Number SENDERID ID of Sender SENDERIDQUAL Qualifier of Sender RECIPID ID of Recipient RECIPIDQUAL Qualifier of Recipient TRACKINGNUM Tracking Number DATE Current Date TIME Current time Save to Temporary File while Receiving when checked files will be saved with a tmp extension while being written out Then once completely written out will be renamed without the tmp extension Preserve Original Filename when checked templar 5 will attempt to find the original filename of the file in the MIME Headers of the received file and save the decrypted file with this name Receive Run Command specify a script to when the file is stored in the destination directory i e moving received data to translator The following parameters can be passed to the script being called f filename t tracking ID l local partner ID r r
46. backup purposes There are four ways to Export a Digital ID from the Certificate Window e First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Export Option This will bring up the Export Submenu Select the Certificate and Private Key Digital ID e Second click on the Edit Menu and select the Export Option This will bring up the Export Submenu Select the Certificate and Private Key Digital ID e Third click on the Certificate you want to export with your secondary mouse button This will bring up the Context Sensitive Menu From the Context Sensitive Menu select the Export Option This will bring up the Export Submenu Select the Certificate and Private Key Digital ID e Fourth double click on the Certificate you want to Export This will open the Certificate into the Certificate Details Window o Click on the Export Button This will bring up the Templar 5 Confirmation Dialog To export just the Certificate click on the No Button All of these methods will bring up the Templar 5 Confirmation Window Figure 69 Export a Digital ID WARNING AG x A Exporting a certificate with its private key should only be done for backup purposes and you should NEVER send your private key to a third party To export your certificate for a trading partner use the export certificate options ofthis menu Do you wish to continue EA e Templar 5 recommends tha
47. between retries until Templar 5 attempts to resend the data Host Name the name of the remote Trading Partner s SSH host IP address or DNS name to which the data will be sent User ID the user ID provided to you by the receipt recipient to access an SSH site Identity File provided in your own SSH setup Destination Folder the folder in the SSH directory into which the data will be saved Port Number the port number on the remote Trading Partner s SSH server through which the connection will be made You can click on the Use Standard Port Button to set the port to 22 75 Receipt Policy The Receipt Tab area allows you to set information about what kind of receipt will be sent back to the transmitting party Templar 5 will automatically send back whatever type of receipt your partner requests via whatever mode they request if you select the lt Automatic gt option for Receipt Type Choosing the Automatic option applies to trading via email or HTTP If you want to send back the type of MDN requested but via a different mode of transport choose lt Automatic with Transport Override gt This is most effective when trading via FTP or TCP Also you can override these with a specific type of receipt by filling in the information listed in the Receipt Processing section o Receipt Type use the drop down menu to choose a type of receipt to send Options include lt None gt lt Automatic gt lt Automatic with Transpor
48. error 76 Web Interface AS2 Host Name the name of the remote Trading Partner s HTTP s host IP address or DNS name to which the data will be sent Script a script to run which would provide access or specific instructions for communicating through the Web Interface on Remote Trading Partner s web server i e a CGI Java or ASP Script AS2 From Header your unique AS2 ID AS2 To Header your partner s unique AS2 ID Port Number the port number on the remote Trading Partners HTTP S server through which the connection will be made You can click on the Use Standard Port Button to set the port to 80 Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an error Retry Delay how many seconds Templar 5 should wait before trying the connection in the event of connection failure before producing an error FTP AS3 Host Name the name of the remote Trading Partners FTP host IP address or DNS name to which the data will be sent User ID the user ID to use to access the FTP site Password the password to use for access to the FTP site Destination Folder the subfolder in the FTP directory into which the data will be saved AS3 From Header your unique AS3 ID AS3 To Header your partner s unique AS3 ID Port Number the port number on the remote Trading Partner s FTP server through which the connection will be made You
49. for data encryption When doing so Templar 5 will provide a detailed warning message that outlines the consequences of such an action Click the OK Button to accept this or the NO Button to continue using the certificate extensions Note This allows Templar 5 to import non standard certificate types created with legacy or third party applications e Text Only Display and Server when this option is checked Templar 5 will not display a GUI for the server e Integrated Client and Server this will integrate the Templar 5 Client and Templar 5 Server so that the Client automatically starts when the Server is started e Enhanced HTTPS Transport Security checking this option will require the SSL certificate s URL to match the URL you are sending to e Block Duplicate Interchanges when checked this option blocks Templar 5 from sending or receiving duplicate files 165 Server Templar 5 Parallel Tasking Properties Templar 5 s Parallel Tasking feature allows you to run multiple instances of the Templar 5 Transmission and Receive services This provides increased throughput and bandwidth by preventing Templar 5 from bottlenecking on large files while one instance of the transaction service deals with a particularly large file another instance could be sending other smaller files and still yet another instance could be working on files as well Figure 109 Server Properties Templar 5 Parallel Tasking Tab EG lol x File Edit To
50. of a Certificate determine how and when it will be checked against Certificate Revocation Lists There are three ways to View the CRL Properties of a Certificate e First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Properties Option e Second highlight the Certificate for which you want to review the CRL Then click on the Edit Menu and select the Properties Option e Third click on the Certificate for which you want to modify the CRL Properties This will bring up the Context sensitive Menu From the Context sensitive Menu select the Properties Option All of these methods will bring up the CRL Details Window Figure 74 View CRL Details x Issuer Support Test Distribution Type No CRL Checking ei URL FO Update Frequency Specified By Issuer ei Last Update fiz200212 28 48PM Next Update fiz200212 2848PM OK Cancel Help e You can set the following CRL Properties for each certificate o Issuer the name of the issuer of the Certificate This will be auto populated by information contained in the Certificate o Distribution Type use the drop down menu to determine how Templar 5 will check the status of this Certificate Options include No CRL Checking CRL List Download Full and Delta downloading a full list or just downloading changes OCSP Server Verisign and Entrust s CRL server o URL the URL where the CRL can be downloaded
51. once Then select the Reprocess Option from the Edit Menu 115 Reprocess a Receipt If a transmission encounters an error sending the Receipt Templar 5 provides you the ability to reprocess any Receipt There are three ways to Reprocess a Transmission The first way is to click on the transmission you want to reprocess with your secondary mouse button This will bring up the Context Sensitive menu Select the Reprocess Receipt Only Option The second way is to highlight the transmission you want to reprocess by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Reprocess Receipt Only Option The third was is to highlight the transmission you want to reprocess by clicking on it once Then select the Reprocess Receipt Only Option from the Edit Menu Viewing Transmissions There are three ways to View a Transmission The first way is to click on the transmission you want to view with your secondary mouse button This will bring up the Context sensitive menu Select the Properties Option The second way is to highlight the transmission you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option The third way is to highlight the transmission you want to view by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring up the Tracking Details Wi
52. open the XML data file The Interchange Number is not a mandatory field within the XML Definition 189 Delete an Existing XML Definition There are several ways to delete XML Definitions Figure 129 Delete XML Definitions 1415 10 x File Edit Tools Theme Help fale eme era ao 23 T5 Root H A Applications XML Definitions Data This is where XML Definitions are maintained tp Tools F Administration actions Heip EI System Log Files Server Properties A Security Envelopes XML Definitions Description Root XPath fichicsr fichicsrichicsrmessaget EZ Automatically resize columns to fit screen Oltems templar jerrod laptop 8452 Licensed For 100006 Trading Partners e After selecting the XML Definition you want to delete o Click on the Actions Button Select the Delete Option o Select the Actions Option from the Edit Menu then select the Delete Option from the Edit Submenu Both of these methods will bring up the Templar 5 Delete Confirmation Dialog Box TS sl S Are you sure you want to delete this item This action is irreversible e Click the Yes Button to delete the XML Definition e Click the No Button to cancel the delete Note This action is irreversible 190 FTP Templar 5 contains an embedded sFTP Server You can setup the related users and orchestrations in this section FTP Users The FTP Users sections
53. processes it When the data file is sent without a security envelope or a MIME header you can route it directly to the EDI XML Translator TCP with SSL Transport When you send data using the TCP with SSL transport Templar 5 automatically sends the data to the remote host name and port number specified in the Send policy of the Trading Partner Agreement The port number you specify in the TCP with SSL transport must match the port number your partner enters in the TCP Receive settings in Server Preferences 205 Appendix D Permissions Below is a list of Templar 5 Permissions and what activities they allow Server Administration this permission allows the user to modify servers properties Database Administration this permission allows the user to schedule database jobs and manipulate stored data User Administration this permission allows the user to modify add and delete Templar 5 user accounts Audit Log Access this permission allows the user to open the Audit Log If this permission is set to No then the icon will not be visible in the icon tree History Database Access this permission allows the user to view and modify any archived data Trading Partners this permission allows the user to modify Trading Partners adding editing deleting importing exporting and any Trading Partner information This permission can be set to read only Trading Partner Agreements this permission allows the user to modify tradin
54. reserved Portions c 2002 Codefarm Ltd All rights reserved User name Password IESSEN System Default Installation emm ei OK Cancel Help a E TRANSACT O Licensed To Tech Writer 30 Day Evaluation Copy Serial Number A65A 4026 16AE 1E5B C149 7D82 C524 0699 Figure 7 Templar 5 Client Startup Screen Figure 8 Templar 5 Client Login Screen e To start the Templar 5 Client you must login to the Templar 5 Server This is accomplished by typing in your Username and Password The default username is templar The default password is templar Next select the System you will be connecting to from the drop down menu Upon successful acceptance of your username and password the Templar 5 Client Application will launch 22 Starting the Templar 5 Desktop To start your Templar 5 Desktop e Select the Templar 5 Desktop icon from the Program Group e Because the Server and Client are integrated in the Desktop application launching Templar 5 Desktop will first load the Templar 5 services and then will automatically launch the Templar 5 Client Enterprise Edition T5 Login x Version 5 1 10 20 Welcome to T5 Version 5 1 10 20 Lo 2002 Confidential Information Inc All rights reserved Portions toi 2002 Codefarm Ltd All rights reserved Username Password System Default Installation ei gt ke gt II ie OK Cancel Help a E TRANSACT Licensed To Tech Writer 30
55. the Button to open the XML data file The Sender Qualifier is not a mandatory field within the XML Definition e Recipient ID Click on the Button to open the XML data file The Recipient ID is a mandatory field within the XML Definition e Recipient Qualifier Click on the Button to open the XML data file The Recipient Qualifier is not a mandatory field within the XML Definition e IC Num Click on the Button to open the XML data file The Interchange Number is not a mandatory field within the XML Definition 187 Edit an Existing XML Definition There are two ways to edit XML Definitions Figure 127 Edit XML Definitions ES Els File Edit Tools Theme Help fal le eme era ao 23 T5 Root H A Applications XML Definitions Data This is where XML Definitions are maintained tp Tools F Administration actions Heip E System Log Files Server Properties amp Security Envelopes AML Definitions Description Root XPath fichicsr fichicsrichicsrmessaget EZ Automatically resize columns to fit screen Oltems templar jerrod laptop 8452 Licensed For 100006 Trading Partners e After selecting the XML Definition you want to edit o Click on the Actions Button Select the Properties Option o Select the Actions Option from the Edit Menu then select the Properties Option from the Edit Submenu Both of these
56. the specifications for using Templar 5 You and your remote trading partner each create a Trading Partner Agreement after e creating a local profile for your organization and a remote profile for your Trading Partner e creating a local certificate for your organization and accepting a remote certificate sent from your Trading Partner e binding a local certificate to the local profile and a remote certificate to the remote profile 61 Navigating Trading Partner Agreements Templar 5 provides you with the ability to create multiple agreements for a single Trading Partner based upon different parameters This allows you to route different data based on different EDI Qualifiers IDs to other locations Multiple Trading Partner Agreements allow you to utilize multiple methods of transport to the same customer Templar 5 organizes Trading Partner Agreements in two ways e All you can view all of the Trading Partner Agreements currently in effect within your Templar 5 system by clicking on the All Icon underneath the Trading Partner node e local trading partner ID each Local Trading Partners ID will be reflected underneath the Trading Partner node You can click on the specific Local Trading Partner to see just the Trading Partner Agreements currently in effect for that partner 62 Adding a Trading Partner Agreement There are two ways to add a new Trading Partner Agreement after selecting the Trading Partner Agreements Node in the Navigatio
57. the tasks as described below 204 Internal Database Server Runs the internal Java based Templar 5 database Login Service Runs the service that enables clients to connect to the Templar 5 server and login Certificate Store Service Handles the storage and retrieval of certificates and private keys from encrypted storage Control Service Controls the other services and handles routing of requests to the Certificate Store service and any other message based services that may be plugged into the system Receive Decryption Service Decrypts data upon receipt into Templar 5 Receive Service Handles the receiving of files and any post processing requirements Transmit Service Picks files up encrypts them and wraps them in a MIME envelope Retransmit Service Evaluates the retransmission policies in the Trading Partner Agreements and retransmits data as required Certificate Regeneration CRL Update Service Regenerates certificates and updates the certificate revocation list SMTP Mail Send Service Sends data via SMTP Ad Hoc Transfer Service Handles the conversion of non EDI files into EDI files TCP Send Service Sends data via TCP FTP Send Service Sends data via FTP File Transfer Protocol Direct File Transmit Service Sends data for direct file transfer i e when a file is placed straight into a directory either on the same machine or one on a local network HTTP Send Service Sends data via HTTP S Hyper T
58. this policy when this is selected o Held There is data inputted however no data will be sent o None there is no send policy 71 72 Security Envelope select a security envelope using the drop down menu Options include o None o Templar 4 0 Compatible MIME o S MIME o S MIME Multipart Signed o TCIF IA Message Encryption Type use the drop down menu to select an encryption type for the sending message Options include o DES DES EDE3 RCA 40 Bit RCA 128 Bit RC2 40 Bit RC2 128 Bit Blowfish Cast 128 MARS Rijindael Rijindael 256 Serpent Twofish IDEA lt None gt EE 040 ER EI EI SO EI EI E AE E SO EN Signature Type select the type of signature using the drop down menu Signature types include o RSA MD5 Autack o RSA MD5 S Mime o RSA SHA1 S Mime o lt None gt Expected Receipt use the drop down menu to select the type of receipt you expect to receive from the recipient Options include o Unsigned MDN MDN signed using RSA MD5 MDN signed using RSA SHA1 TCIF IA Receipt AUTACK signed using RSA MD5 lt None gt 00000 Remove CRLF from EDI Data check this box to remove all return breaks from the EDI data This option only needs to be used when sending to Templar 4 Compress Data when checked Templar 5 will compress the data before sending Use Filename in Content Disposition when checked Templar 5 will place the original filename in the Content Dispo
59. to clipboard Don t forget to save the private key by clicking on Save Private Key o Copy copy the entire string to the clipboard for pasting later If you click this button Templar 5 will display a Confirmation Dialog Box reminding you to Save Private Key 89 Figure 54 Certificate Request save certificate E Look in All Users Desktop C Documents DRM C Favorites Start Menu Templates fa NTUSER DAT al NTUSER DAT LOG lt gt File name fi Users Save Files oftype All Files ve em l bei Cancel 90 o Save save the string to a text file on your hard drive If you click this button Templar 5 will display a standard Save Window for you to specify a file name and location for your Certificate Request Private Key when a certificate is generated by a Certificate Authority the certificate is created based upon the information you supplied In order for you to import that certificate it must establish the validity of your system s identity That is done through a Private Key which is generated during the Certificate Request process If you do not save the Private Key by clicking the Save Private Key Button there will be no way for the certificate to validate your identity when you import it into Templar 5 Creating A Self Signed Certificate When you and your trading partner don t need to worry about a validated identify you can use a Self Signed Certificate to generate you
60. up the Tracking Details Window Figure 83 Viewing an Attached File File Details x File C Program FilesiTFiveSerentransmitarchiveADHOC 3490 DAT Only showing first 100Kb of data ISA 00 0000000000 00 0000000000 45 2 t44 l ol 021220 1300 U 00302 000000001 0 P gt GS FT 2 1 021220 1300 1 X 00302085T 996 000000001 BGF adhoc clients pdf FI BASE6 4 K3 JVBERiOxLjMNJeLjZz9MNCj I 4ANiAwIG9iag08PCANLOxpbmVhem162ZU0gMSANLOS gj g4IAOvSCBb IDEwND I SIDMwNzE gXSANLOwgMzQyNDY SIAOvRSAxNDUYNTQ gD S90IDEWLAOvVV CAzMzY2MzAgDT4 IAllbuRyYmoNICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAYICAY ICB4cmVuDTIANi AOOTK gDTAWMD AWMDAWMTY gIDAvIDAgbgOKIDAVIDAXDMZMiAvIDAVMCBUDQOWw MDAwMDEZNTAwIDAwMDAwI G4NC 3 AWMDAWMTMSMTE ghD At A ob gOKMDAwMD Ax ODUSMiAwMDAWMCBu DQowMDAwMDE 4Nj QzIDAWMDAWwIG4NCjAwMDAWNT g20TQgMDAwMDAgb gOKMDAwMDAxODcONSAwMDAw MCBuDQowMDAwMDE 4Nzk 2IDAWMDAWIG4NCjAwMDAWMNTg4NDcgMDAwMDAgh gOKMDAWMDAx OD gS0CAw MDAWMCBuD QowMDAwMDE 40TQ SIDAWMDAWIG4NCjAwMDAWMNTEWMDAgMD AwMDAgb gOKMDAwMD Ax OTA MSAwMDAwMCBuD QowMDAwMDE SMTAyIDAwMDAWIG4NC 3 AWwMDAWNTkxNTMgMDAwMDAgb gOKMDAwMD Ax OTIWNCAwMD AWMCBuD QowMDAwMDE 5MjU1LIDAwMDAwIG4NCjAwMDAWNTE zMDYgMDAwMDAgb gOKMDAw MDAxOTMLNyAwMDAWMCBub QowMDAwMDE SNDA4IDAWwMDAwIG4NC 3 AWwMDAWNTkONTE gMDAwMDAgbg0K MDAwMD Ax OTUxMCAwMDAWMCBuD QowMDAwMDE SNTYx IDAwWMDAWIG4NCjAwMDAWMTk 2MTI gMDAwMDAg bgOKMDAwMDAx OTY2MyAwMD AWMCBuD QowMDAwMDE SNzEOIDAWMDAwIG4NCjAwMDAWMTk 3NjUgMDaw MDAgbgOKMDA
61. 4 The host name is the name of the T5 server running the Internal Database Ger the port is the port number defined for the database If this server machine running the Internal Database Server then the database name and port number up on the Service Settings page under DB Server Database Name and DB Se Port and the Internal Database Service must be enabled templar Harkonin 8452 Licensed For 6 Trading Partners e Use Connection Pooling in order to reduce the strain on server resources you can check this box to enable Connection Pooling which creates a pool of virtual connections based upon a single physical connection between the server and the database This pool is then provided to clients on a first come first served basis In addition to those basic settings that apply to all databases Templar 5 also allows you to specify the specific parameters associated with different database types 168 Database Type use the drop down menu to select a database Options include o Templar 5 Internal Database this is the default database Oracle Microsoft SQL Server Informix Sybase IBM DB2 ODBC Bridge o Other JDBC database Database Properties File use the Edit Copy option to setup or modify the database properties as needed 000000 169 Templar 5 Internal Database Figure 112 Database Setup Templar 5 Internal Database EG File Edit Tools Theme Help KEE CET CEET 53 T5 Root HA
62. 5 Encryption ke Unbound Certificates Department XYZ ei e Details Export OK Cancel Help e Once you have selected the appropriate certificate click on the Bind Button The certificate will now appear in the Bound Certificates table displaying the following information o Alias identifier assigned to the certificate o Issued To which organization the certificate has been issued to o Issued By who issued the certificate whether a Certificate Authority or someone within your organization i e a Self Signed Certificate o Expiration Date when the certificate expires o Usage these certificate extensions determine in what capacity the certificate 36 can be used Extensions can include Digital Signature and Data Encryption For more information see the Certificates Section Figure 19 Certificate Details Window Certificate Details x General Details Certification Path Certificate Information This certificate is intended to provide the following Digital signature Data encryption Issued to Issued by Validfrom WNov11 2002 to Nov11 2004 P You have a private key corresponding to this certificate Export Close Hein e To view the details of the certificate click on the Details Tab This will bring up the Certificate Details Window To Unbind a Certificate from the Local Trading Partner e Select the certificate that you wish to Unbind from this Trading Pa
63. All this displays all the transmissions including Errors Completed and In Progress e Errors this displays only those transmissions that encountered an error e Completed this displays only those transmissions that are completed e In Progress this displays only those transmissions that are currently in progress For each transmission you can e Delete it e Reprocess e Set to Error e View Properties 120 Deleting Transmissions There are three ways to Delete a Transmission e The first way is to click on the transmission you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option e The second way is to highlight the transmission you want to delete by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The third way is to highlight the transmission you want to delete by clicking on it once Then select the Delete Option from the Edit Menu All of these methods will bring up the Templar 5 Confirmation Dialog Box Figure 81 Delete Outbox Transmission Confirmation Dialog I T5 x 2 Are you sure you want to delete this item This action is irreversible ei e Click on the OK Button to delete the transmission or the Cancel Button to abort the deletion Note Deleted transmissions cannot be recovered Reprocess a Transmission If a transmission encounters an error or yo
64. Allow Mail Collection via SMTP check this box to have mail received via SMTP rather than POP3 e Accept Mail For enter the email address for which Templar 5 will accept mail e Click the Next Button to continue e Upon successfully configuring your Templar 5 Server the installer will present a confirmation dialog box Click the OK Button to continue Templar 5 Client Installation The Templar 5 Client Installation follows the same process as the Templar 5 Server installation until the setup screen Figure 6 Templar 5 Client Installation Configuration Setup T5 5 Client 5 5 1 Oj x Configure the T5 5 Client Please enter the details of your preferred T5 Server T5 Server Name Port number 8452 V Automatic discovery of servers Back Next Cancel e After successfully copying the files the Templar 5 Installer requires information to finalize the installation of Templar 5 Client o Templar 5 Server Name specify the name of your Templar 5 Server as you indicated in the System Name field during the Templar 5 Server Installation Note This field is not required if you choose the option Automatic Discovery of Servers option o Port Number the port number for your Templar 5 Server Unless you manually changed the port number on your Templar 5 Server the default port 8452 should be left as is o Automatic Discovery of Servers selecting this box allows the Templar 5 Client to automat
65. At A ob gOKMDAwMD Ax ODUSMiAwMDAWMCBu DQowMDAwMDE 4Nj QzIDAWMDAWwIG4NCjAwMDAWNT g20TQgMDAwMDAgb gOKMDAwMDAxODcONSAwMDAw MCBuDQowMDAwMDE 4Nzk 2IDAWMDAWIG4NCjAwMDAWMNTg4NDcgMDAwMDAgh gOKMDAWMDAx OD gS0CAw MDAWMCBuD QowMDAwMDE 40TQ SIDAWMDAWIG4NCjAwMDAWMNTEWMDAgMD AwMDAgb gOKMDAwMD Ax OTA MSAwMDAwMCBuD QowMDAwMDE SMTAyIDAwMDAWIG4NC 3 AWwMDAWNTkxNTMgMDAwMDAgb gOKMDAwMD Ax OTIWNCAwMD AWMCBuD QowMDAwMDE 5MjU1LIDAwMDAwIG4NCjAwMDAWNTE zMDYgMDAwMDAgb gOKMDAw MDAxOTMLNyAwMDAWMCBub QowMDAwMDE SNDA4IDAWwMDAwIG4NC 3 AWwMDAWNTkONTE gMDAwMDAgbg0K MDAwMD Ax OTUxMCAwMDAWMCBuD QowMDAwMDE SNTYx IDAwWMDAWIG4NCjAwMDAWMTk 2MTI gMDAwMDAg bgOKMDAwMDAx OTY2MyAwMD AWMCBuD QowMDAwMDE SNzEOIDAWMDAwIG4NCjAwMDAWMTk 3NjUgMDaw MDAgbgOKMDAwMD Ax OTgxNiaAwMDAwMCBuDQowMDAwMDE SODY3IDAWwMDAWwIG4NCjAwMDAWNTk SMTgg MDAwMDAgb gOKMDAwMD Ax OTK 20SAWMDAWMCBuD QowMDAwMD IwMD IwIDAwMDAWwIG4NC j AwMDAwM Aw NzEghDAwhDAgh gOKMDAWMDAYMDE yMi AwMD AWMCBuD QowMDAwMD IwiTczIDAwMDAwIG4NCjAuMDAw Mj AyMj OgMDAwMDAgh gOKMDAWwMDAyMD I 3NSAwMDAWMCBuD QowMDAwMD IwizI2IDAwMDAwIG4NCjAw MDAwMj AzNzcgMDAwMDAgb gOKMDAWMDAYMD QyOCAWMDAWNCBuD QowMDAwMD IwNDcSIDAWMDAWwIG4N Ci AuMDAWM ALNzAgMDAwMDAgb gOKMDAwMDAYMDU ANS AwMD AWNCBuDQowMDAwMD IwNjMyIDAwMDaw IGAN CI AWMD AWM AZODMgMDAwMDAgb gOKMDAWMDAyMD czNCAwMDAWMCBuDQowMDAwMD IwNzglIDAw MDAwIG4NC 3 AWwMD AWM A4NzYgMD AwMD Agb gOKMDAWMD AyMD g4NyAuMDAWMCBudQowMD AwMD IwOTM4 IDAWMDAWIG4NC 3 AwMDAwMj ASODK gMDAWMDAgb gOKMDAwMDAYMTAOMCAWMD AWNCBuD QowMDAw
66. Bosselaers have found pseudo collisions for MD5 More recent work by Dobbertin has extended the techniques used so effectively in the analysis of MD4 to find collisions for the compression function of MD5 While stopping short of providing collisions for the hash function in its entirety this is clearly a significant step SHA The Secure Hash Algorithm SHA the algorithm specified in the Secure Hash Standard SHS FIPS 180 was developed by NIST Its design is very similar to the MD4 family of hash functions developed by Rivest The algorithm takes a message of less than 264 bits in length and produces a 160 bit message digest The algorithm is slightly slower than MD5 but the larger message digest makes it more secure against brute force collision and inversion attacks SHA is part of the Capstone project SHA 1 SHA 1 is a revision to SHA that was published in 1994 the revision corrected an unpublished flaw in SHA Its design is very similar to the MD4 family of hash functions developed by Rivest SHA 1 is also described in the ANSI X9 30 part 2 standard The algorithm takes a message of less than 264 bits in length and produces a 160 bit message digest The algorithm is slightly slower than MD5 but the larger message digest makes it more secure against brute force collision and inversion attacks SHA is part of the Capstone project For further information on SHA see Pre93 and Rob95b 209 Appendix G Templar 5 Directory Str
67. D Certificates Contact Information Notes Partner ID C9363100 Partner Name Company Office ABC EDI Email Address officeedi company com e From the Edit Local Trading Partner Details Window click on the Export Button at the bottom of any tab This will bring up the Context Sensitive Menu Select the To a File Option This will bring up the Select File to Save Details To Window 45 Figure 27 Export Local Trading Partner via File save file window Select file to save details to d x Lookin All Users ier l Application Data Desktop Documents DRM C Favorites Start Menu Templates File name trading_partner Save Files oftype Trading Partner Details tpd Cancel 46 To save the Local Trading Partner information to a file you simply need to specify a name and location o Look In Use the drop down menu to search your hard drive for the location in which you wish to save the file You can also use the folder manipulation buttons at the top right to further help you find a location for your file o File Name specify a name for the file Templar 5 will automatically append the TPD extension to whatever name you select When you are satisfied click the Save Button to save the file to the location on your hard drive Editing a Local Trading Partner Editing a Local Trading Partner At any time you can Edit Local Trading Partner information e There are three ways
68. Driver which means that clients do not have to have DB2 Client Software installed no client configuration is required and all platforms are supported However the DB2 Server must be running the DB2 JDBC server o Database Name the name of the IBM DB2 database o Database Properties File set this to DB2 175 ODBC Bridge Figure 118 Database Setup ODBC Bridge ENG File Edit Tools Theme Help KEE GE 53 T5 Root ra Y crn ices Service Settings HA Applications T5 Parallel Tasking Datatype mapping Archive and Delete Clean Up Data t Tools Database Setup f Administration JDBC User Name fea E System Log Files SEI Set Password Test Connection d Security Envelopes LRR Users Database Type ODBC Bridge ei 5 Use Connection Pooling E fo Data source name fodbcdsn The Data source name must be already defined to use the ODBC Bridge and it m be defined on all client computers that wish to connect to this server This requires that both the ODBC Runtime and also the ODBC Driver for the databas on all machines wishing to connect ODBC is not available for all platforms use of ODBC should be avoided where possible You should also review the sett the Data type mapping tab to ensure compatibility with your database Save Cancel Help templar Harkonin 8452 Licens
69. Figure 102 Delete a Log File Confirmation Dialog Are you sure you want to delete this item This action is irreversible e Click the Yes Button to delete the file or the No Button to cancel the deletion Note Deletion of a log file is irreversible 154 Server Properties There are nine categories of Server Properties that you can modify to configure the Templar 5 Server These categories include General Services Service Settings Templar 5 Parallel Tasking Database Setup Data Type Mapping Archive and Delete Clean Up Logging FTP Server 155 General Server Properties There are a number of settings you can set for the General Server Properties to better customize the Templar 5 experience Figure 103 Server Properties General Tab File Edit Tools Theme Help Be aE E a 2 Se KEE T5 Root A Applications e D Data amp Tools A Administration E System Log Files E Serer Properties Security Envelopes X XML Definitions S Users General Services Service Settings T5 Parallel Tasking Database Setup Data type mapping Archive and Delete Clean Up Logging Server Settings Operator e mail address Supports templarsoftware com 1 Send e mail when any error is logged TCP direct receive settings Port Number z054 E Max concurrent sessions 255 S TCP with SSL settings Certificate kl Port Number 8 881 E 7
70. Files and must be al on both the server and all client computers The driver must also be present client computers You should also review the settings on the Data type mappi to ensure compatibility with your database T5 requires a JDBC 1 0 compliant with support for Prepared Statements templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Other JDBC Database Option has the following settings o JDBC Driver Name For other JDBC Databases you must provide the driver and it must be on the classpath for the client and the server The driver must also be present on all client computers You should also review the settings on the Data type mapping tab to ensure compatibility with your database Templar 5 requires a JDBC 1 0 compliant driver with support for Prepared Statements o JDBC URL the URL of the JDBC database to which Templar 5 will connect 177 Logging Properties Templar 5 provides you the option to specify what items you want to be stored in both he Audit Log and in the debug log Figure 145 Server Properties Logging Tab La File Edit Tools Theme Help gt 1 at A Applications D Data A Tools Administration System Log Files amp Server Properties Security Envelopes X XML Definitions FTP S Users EA Logg f T Parallel Tasking Database Setup Debug Log v Enable debug log
71. For more information about setting Client Preferences see the Client Preferences Section e Administration o System Log Files The System Log Files Window displays a list of all the Templar 5 Server logs that are generated each time the server is initialized either automatically or manually For more information about the Templar 5 Server logs see the Starting the Templar 5 Enterprise Server Section For more information about the System Log Files Window see the System Log Files Section o Server Properties The Server Properties Window provides you the ability to modify settings for the Templar 5 Server to which the client is currently connected This requires that the appropriate permissions be set For more information about setting Server Properties see the Server Properties Section o Security Envelopes The Security Envelopes Window provides information on the current security envelopes Templar 5 will use to encrypt data For more information about the Security Envelopes Window see the Security Envelopes Section o XML Definitions The XML Definitions Window provides you the ability of defining XML Data types For more information about the XML Definitions Window see the XML Definitions Section 7 o Users The User Window provides a current list of all users as well as the ability to modify existing users and add new users For more information about working with Users see the Users Section Templar 5 is a context sensitiv
72. MD Ix eg Copy to Clipboard Close e There are two ways to view the attached file of the transmission o The first way is to double click on the file name within the Details Section at the bottom of the Tracking Details Window o The second way is to highlight the file you want to view by clicking on it Then click the View File Button o Both ways will bring up the File Details Window with the file displayed as an EDI document 118 Sorting in T5 To sort ascending simply click the column you want to sort by To sort descending just hold Shift and click the column you want to sort by Sorting is not restricted to Templar 5 s Tracking Inbox All screens within the T5 client that are table based can be sorting including the Tracking Outbox Certificates Trading Partners and Trading Partner Agreements Searching in T5 Searching is across all columns and proceeds from the row after the currently selected row Entering text in the Find box and clicking OK will locate the next row containing that value clicking OK again will find the next row and so on Searching is not restricted to Templar 5 s Tracking Inbox All screens within the T5 client that are table based can be searched including the Tracking Outbox Certificates Trading Partners and Trading Partner Agreements Figure 803 Searching the Tracking Inbox ESE File Edit Tools Theme Help 218 xi 2a As a S S Ei ah Se KEN T5 Root
73. OK Button to generate the request This will bring up the Templar 5 Confirmation Dialog Box Click the OK Button again to confirm the creation of your Certificate Request Templar 5 will display the Successfully Created Dialog Click the OK Button to finish the creation The new Certificate will appear in the Local Certificates window 95 Importing Certificates There are two types of Certificates that you can import e Remote Public Certificate Files e Local Digital ID Private Certificate Files Importing a Remote Certificate There are two ways to import a Remote Certificate e The first way is to click on the Actions Button This will bring up the Actions Button Submenu Select the Import Option This will bring up the Import Submenu Select the Certificate Option The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Import Option This will bring up the Import Submenu Select the Remote Option Both of these methods will bring up the Import Certificate Window Figure 59 Import a Certificate Import Certificates xj Certificate File Import Cancel Help e Click on the Button to open the Open Window Use the navigation to locate the Certificate File to import e Once you have located the file select it and click the Open Button This will open the Import Certificate Window 96 Figure 60 Import Certificates Details Window Import Certi
74. P client e Passive Port Pool List of port numbers comma separated that Templar 5 can use for inbound passive FTP connections e Maximum Simultaneous Connections The maximum number of inbound connections you wish to allow you be made to your Templar 5 s sFTP server This number can not be larger than the number of ports in the passive port pool 180 Security Envelopes The Templar 5 Security Envelopes Settings is where you can define the default Security Envelopes the parameters that determine how EDI data is wrapped and sent Templar 5 includes the following types of Security Envelopes S MIME S MIME v2 MPS TCIF Al Message Templar 4 0 MIME Figure 120 Security Envelopes lolx File Edit Tools Therne Help felt aS Ba Sg gr 23 T5 Root HA applications Security Envelopes i L Ce This is where security envelopes are defined Security envelopes define how EDI data is wrapped and ools H Administration sett System Log Files actions Prep Server Properties EE CA Security Envelopes j Scheme Description Users No security RSA PKCS 77 encryption and signature EDIFACT AUTACK receipt S MIME v2 MPS RSA PKCS 77 encryption multipart signed signature MDN receipt amp TCIF IA Message TCIF EDI Interactive Agent Message amp Templar 1 0 MIME RSA PKCS 77 encryption EDIFACT AUTACK signature and receipt a E e B Automatically resize columns to fit screen 5 Items templar
75. S MIME security o Expected Receipt use the drop down menu to select the type of receipt that is expected from documents encrypted with this type of security envelope 182 S MIME v2 MPS Figure 122 Modifying Security Envelopes S MIME v2 MPS xi Security envelope EMME v2 MPS Description RSA PKCS 77 encryption multipart signed signature MDN receipt Encryption type DES EDE3 ei Signature type RSA SHA1 S MIME ei Expected receipt MDN signed using RSA SHA1 ei OK Cancel Help e For the S MIME v2 MPS Security Envelope you can configure the following parameters in the Security Envelope Defaults Window o Description a textual description of the Security Envelope o Encryption Type use the drop down menu to choose the type of encryption that Templar 5 should use when wrapping documents with S MIME v2 MPS security see Appendix G for definitions of Templar 5 encryption types o Signature Type use the drop down menu to choose the type of signature that Templar 5 should use when wrapping documents with S MIME v2 MPS security o Expected Receipt use the drop down menu to select the type of receipt that is expected from documents encrypted with this type of security envelope 183 Templar 4 0 MIME Figure 123 Modifying Security Envelopes Templar 1 0 MIME xi Security envelope f emplar 1 0 MIME Description RSA PKCS 77 encryption EDIFACT AUTACK Signature and receipt Encryption type DES ei Signature type RSA
76. SMTP diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server for outbound SMTP connections in the Audit Log Enable POP3 diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server for POP3 connections in the Audit Log Enable TCP diagnostic logging When checked Templar 5 stores that a TCP connection occurred in the Audit Log Enable FTP server diagnostic logging When checked Templar 5 stores that an inbound FTP connection occurred in the Audit Log Enable FTP Send diagnostic logging When checked Templar 5 stores that a FTP connection occurred in the Audit Log Enable FTP pickup diagnostic logging When checked Templar 5 stores that a FTP Pickup occurred in the Audit Log Enable incoming HTTP diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server for inbound HTTP connections in the Audit Log Enable outgoing HTTP diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server for outbound HTTP connections in the Audit Log Log client IP address at login When checked Templar 5 logs the IP address and description of user as they log into Templar 5 in the Audit Log Keep history of user interactions When checked Templar 5 logs all key changes to Trading Partners Trading Partner Agreements Certificates and Server Properties to the Audit Log 179 FTP Server Prope
77. Save incoming SMTP conversations to debug log _ Save outgoing SMTP conversations to debug log _ Save POP3 conversations to debug log v Save FTP send FTP pickup conversations to debug log _ Save FTP server conversations to debug log requires server restart _ Save incoming HTTP conversations to debug log _ Save outgoing HTTP conversations to debug log Audit Log 1 Enable Sendmail Integrated Mail Collection diagnostic logging _ Enable incoming SMTP diagnostic logging _ Enable outgoing SMTP diagnostic logging _ Enable POP3 diagnostic logging _ Enable TCP receive diagnostic logging _ Enable FTP server diagnostic logging _ Enable FTP server receive diagnostic logging _ Enable FTP send diagnostic logging v Enable FTP pickup diagnostic logging _ Enable incoming HTTP diagnostic logging _ Enable outgoing HTTP diagnostic logging C Log client IP address at login _ Keep history of user interactions 178 Save cancel Hep amerrill mouse 8452 Licensed for 999 Trading Partners e Debug log O Enable debug log When checked Templar 5 generates a debug log file that contains a trace of each action it takes for each transaction Save incoming SMTP conversations to the debug log When checked Templar 5 stores the conversations that occur between mail server and Templar 5 for inbound SMTP transactions in the debug log Save outgoing SMTP conversatio
78. T5AS2 Receipt S 9023 10 22 03 2 09 35 10 22 03 2 11 15 000000065 HTTP 2634 dat CI SUPPORT T5 AS2 Receipt fi E 9022 10 22 03 2 09 23 10 22 03 2 10 28 000000062 HTTP6989 dat CI SUPPORT T5AS2 Receipt 9020 10 22 03 2 09 14 10 22 03 2 10 21 000000066 HTTP254 dat CI SUPPORT T5 AS2 Receipt 9019 10 22 03 2 09 08 10 22 03 2 10 15 000000064 HTTP6148 dat CI SUPPORT T5 AS2 Receipt E 9017 10 22 03 2 09 02 10 22 03 2 10 07 0000000683 HTTP698 dat CI SUPPORT T5 AS2 Receipt f 9010 10 22 03 2 08 34 10 22 03 2 09 24 000000059 HTTP9616 dat ClSUPPORT T5AS2 Receipt Z Automatically resize columns to fit screen 42items templar nebuchadnezzar 8452 Licensed For 506 Trading Partners The Tracking Inbox Window allows you to monitor incoming transmissions from trading partners This window is divided into four primary Filters e All this displays all the transmissions including Errors Completed and In Progress e Errors this displays only those transmissions that encountered an error e Completed this displays only those transmissions that are completed e In Progress this displays only those transmissions that are currently in progress For each transmission you can e Delete it e View Properties 114 Deleting Transmissions There are three ways to Delete a Transmission e The first way is to click on the transmission you want to delete with your secondar
79. Templar 5 User s Manual Version 5 5 57 25 This manual Templar 5 Templar all logos and screenshots are copyright 2003 2009 by Classified Information Inc Any other references to brands products or logos are copyright of their respective owners Templar is a registered Trademark of Classified Information Inc Table of Contents Templar 5 User s Manual 1 Introduction 6 UE eu 6 Whats Rule ET 6 Installation and Setup 7 Operating System Heouirements 7 Java Requirements 0 0 00 eee eeeeeeeeeeeneeeeeeeeeeeeeeaeeeeseeaeeeeseeaeeeeeeseeeeeneaaes 10 Hardware and Storage Requirements ss eeseesieesieeseeesiresinssrnesrnsrrnens 11 CRU a e a e 11 MeMO EE 11 Haad DINE rme a e a a a e T T error creer err 11 Network Adatpter ree a a E A a 11 Templar 5 Installation israse a ER AEAT 12 Pre INStallation nii a a a A E 12 Installation and Setup c cceecceeeeeeeeneeeeeeeeseeeeeeaeeseaeeeeeeeseaeeeeeaeeseeeee 13 Templar 5 Server and Desktop Installation cccceeeeeeeeeeeees 16 Templar 5 Client Installation cccccccceceeeeeeeeeeeeeeseeeeeeeeeeeneeeeenees 19 Getting Started 20 Starting Your Templar 5 System ccccceceeeeeeeeeeeeneeseneeeseeeeeeaeeseneeessneeeeaes 20 Starting the Templar 5 Enterprise Gerver 20 WOOW S EE 20 UOD LINUR siea na teens EE 20 Starting The Templar 5 Enterprise Client 21 Starting the Templar 5 Desktop 22 Using Templar 5 23 Templar 5 Welcome Screen ss
80. Then click the Actions Button This will bring up the Actions Button Menu e Select the Properties Option from the Actions Button Menu o The third way is to click on the Remote Trading Partner with your secondary mouse button This will bring up the Context Sensitive Menu e Select the Properties Option from the Context Sensitive Menu e Al of these options will bring up the Edit Remote Trading Partner Details Window Editing a Remote Trading Partner is simply changing information you entered when you created or imported a New Remote Trading Partner The information you can change includes General EDI Qualifier ID Certificates Contact Information Notes 59 Deleting a Remote Trading Partner At any time you can Delete a Remote Trading Partner e There are two ways to Delete a Remote Trading Partner o The first way is to highlight the Remote Trading Partner by clicking on them Then click the Actions Button This will bring up the Actions Button Menu Select the Delete Option from the Actions Button Menu o The second way is to click on the Remote Trading Partner with your secondary mouse button This will bring up the Context Sensitive Menu Select the Delete Option from the Context Sensitive Menu e Both methods will bring up the Templar 5 Confirmation Dialog Box Figure 37 Delete a Remote Trading Partner Confirmation Dialog ases j x lt 9 Are you sure you want to delete this item This action is irreversible ES
81. act same password to confirm o Use Secure SSL TLS Connection to POP3 select this box if you wish to have the connection with your Incoming Mail Server encrypted o Check for new mail every specify in number of seconds how often Templar 5 should check the incoming mail server for new mail e Incoming SMTP Settings configure how data is received via SMTP Note POP3 and SMTP Inbound cannot be used at the same to retrieve email messages o Listen on Port specify the port on which Templar 5 should listen for attempted transmission of data via SMTP The default port is 25 o Accept mail for Email address Pay attention to Email that is addressed to only one person i e edidata company com by typing the Email address in the field e Sendmail Integrated Mail Collection o Mail Filename for Collection specify the Path and user account you want Templar 5 to collect email for e Outgoing SMTP Settings configure how data is sent via SMTP o Outgoing Mail Relay Server the IP address or host name of the outgoing relay mail server that will be used to transmit the mail o DNS Server Address the IP Address of the DNS Domain Name Server by which outgoing email address domains will be resolved o Always use Relay Server check this box to always use the SMTP Relay Server specified in the Outgoing Mail Relay Server and to never use DNS e FTP Pull AS3 Settings o Check for new files MDNs every specify in number of seconds how o
82. aeeseeeeeseneeseaes 121 Viewing TrANSMISSIONS cceeee scene ee nana eA ETS SEEE ASSR 121 Viewing an Attached File AA 123 Daa EE EEE ee dege eet oe dreet Deet dE S 124 Archive Data ET 125 Delete Dala eisrean ae ge deeg Edge EL 127 PUT LOG DEE 129 Delete a Log Entry deccsestececenseetesel ceteeset eens A EaR 129 View the Properties of a Log Entry 0 eee eeeseeeeeeneeeeeeeneeeeeeeneeeeeeeaaes 130 Monitor Templar 5 Gervices AA 132 Schedule JOOS ission en raara eee eaaa ly syatenteredacate ate aa aeeie 133 Editing Existing JODS iene aeania ia eaaa Ea A AAAA Aae aaa R 134 Deleting TEE 136 Adding EN TEE e ia innir e Ea RA A E AEE 137 Archive Data Parameters 0 0 ccccceeeseeeeeeeneeeeeeeneeeeeeeneeeeetenaeeeeeeaaes 139 Clean Up Database Parameters ccccccscceseeeeeeeeeeeeeteteeeeseees 140 Delete Data Parameters AAA 141 Clean Up Audit Log Parameters sesseesseeeseeseeeeeereereerreerresnreee 142 User Defined Command Parameters eeeseeseeseeeereseeerreeeresens 143 Mew Permis SIONS eerren aaa EES AAAA REARS STARALA RATT 144 Templar 5 Servet TE 145 Add a Templar 5 Server cccccccsecceceeceeeeeeeceneeeseaeeseseeeeeeeeseeeeeeaeeteeeees 146 Delete a Templar 5 Gerver 146 Client Preferences cccccccccccccccceccccsceeeeeeecceesseeuueeeeeeeesesauaeaeueseeeseeaaaaeaeees 147 General Client Preferences cccecccccccccecceeeeecceceesseeueueeeeseseeeeuaaeaeeeees 148 Certificate Client Preferen
83. ar 5 interface e Select the Theme option from the main menu e The current theme will be highlighted with a checkmark e To change the theme simply click on the name of the theme e The interface will change immediately 24 Templar 5 Windows There are several windows in Templar 5 that correspond to different aspects of the application These windows include e Root e Applications O Trading Partners The Trading Partners Window provides a list of all your current trading partners You can also look at subsets of your Trading Partners by expanding the Trading Partners Node All Partners Local Partners and Remote Partners For more information about Trading Partners see the Trading Partner Section Trading Partner Agreements The Trading Partner Agreements Window provides a list of all your current trading partner agreements When you expand the Trading Partner Agreement Node you will be able to access individual Trading Partner Agreements they are listed by name For more information about Trading Partner Agreements see the Trading Partner Agreements Section Certificates The Certificates Window provides information on all of the certificates and certificate requests currently in your Templar 5 system By expanding the Certificates Node you can also see installed Intermediate Authorities and Trusted Root Certificate Authorities For more information about Certificates see the Certificates Section Certificate Revocat
84. arters Local LYF Remote YF Intermediate Authorities LY Trusted Root CA RI Certificate Revocation Hf Tracking Inbox gt Tracking Outbox Data E Tools Ae Administration 5 Automatically resize columns to fit screen 3items templar MUADDEEB 8452 Licensed For 6 Trading Partners e To export a Local Trading Partner you must first open the Local Trading Partner you want to export You can do this in one of three ways o The first way is to double click on the Local Trading Partner o The second way is to highlight the Local Trading Partner and select the Actions Button which will open the Actions Submenu From the Actions Submenu select the Properties Option o The third way is to click on the Local Trading Partner you want to export with your secondary mouse button This will bring up the Context Sensitive Menu Select the Properties Option e All of these methods will open the Edit Local Trading Partner Details Window 41 Figure 23 Export Local Trading Partner via Email Edit Local Trading Partner Details xi 42 EDI Qualifier ID Certificates Contact Information Notes Partner ID C9363100 Partner Name Company Office ABC EDI Email Address officeedi company com e From the Edit Local Trading Partner Details Window click on the Export Button at the bottom of any tab This will bring up the Context Sensitive Menu
85. at you will use when trading See the Trading Partner Section for more information about creating a new Local Trading Partner Step 5 Exchange Trading Partner Information Now that you have your trading identity set your certification and your Local Trading Partner information you need to swap information with your Trading Partners If your Trading Partner is using Templar 5 All you need to do is export your local trading partner information as a TPD file so that they can import it See the Exporting a Local Trading Partner Section for more information If your Trading Partner is Not Using Templar 5 If your trading partner is not using Templar 5 you need to export specific information e Your certificate see the Exporting Certificates section e Your EDI Email address provide them the Email address in which you received EDI information For more information on this part of your Local Trading Partner profile see the New Local Partner General Tab section e Your EDI Qualifier D provide them the unique EDI Qualifier ID For more on this part of your Local Trading Partner profile see the New Local Partner EDI Qualifier ID section 202 Step 6 Import your Partners Trading Information After swapping information you need to create a Remote Trading Partner If your Trading Partner is Using Templar 5 All you need to do is import their TPD as a Remote Partner For more information about importing remote trading partn
86. ata Parameters The Delete Data Parameters function allows you to schedule a job to automatically delete data according to specific parameters Note Deleted data cannot be recovered Figure 95 Delete Data Parameters xi Status Completed O Errors Both mCriteria Ka Date range Start date time Dec 20 2002 13 45 e End date time Dec 20 2002 13 45 fe Older than 4 Tracking range 4 HE Cancel Help e The following parameters can be set for the Delete Job o Status select what type of data will be cleaned according to Status Message Options include Completed Errors Both o Start date time the starting date and time of the data to be deleted Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o End date time the ending date and time of the data to be deleted Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o Older than in days select this radio button to specify any transmissions that are older than a certain number of days o Tracking range select this radio button to specify data tracking numbers Click the OK Button when you are satisfied with the Job Parameters 142 Clean Up Audit Log Parameters The Clean Up A
87. ation Window e Click on the Yes Button to delete the Qualifier or the No Button to cancel the deletion 34 New Local Trading Partner Certificates Tab A certificate is a digital document that verifies that a public key belongs to a given organization X 509 certificates make it possible for Templar 5 to provide encryption decryption of data authentication non repudiation of origin and non repudiation of receipt This tab is where you bind certificates to the Local Trading Partner and unbind certificate from the Local Trading Partner Figure 17 New Local Trading Partner Details Certificates Tab Edit Local Trading Partner Details Genera EDI Qualifier inf Certificates contact Information Notes Bound Certificates Issued To Issued By Expiration D Usage a nd Details j Unbound Certificates Bind Customer 789 Details Export OK Cancel Help 35 To Bind a Certificate to the Local Trading Partner e Use the drop down menu in the Unbound Certificates section to select a certificate for this Local Trading Partner Any Local Certificate that has been created or imported will be in the Unbound Certificates List Figure 18 New Local Trading Partner Details Certificates Tab Bound xi General EDI Qualifier 1D f Certificates Contact Information Notes Bound Certificates Issued To Issued B Expiration D Usage Customer 789 Customer 789 4 7 0
88. ator e mail Graphical display for server TC install T5 as a service z Back Next Cancel O After the files have been installed the Templar 5 Server requires default configurations to be set before installation can complete This Machine s Name the network name of this machine as found in Control Panel gt gt System You can also specify an IP address of the machine This field is required System Name the name of the Templar 5 Server as the client will see it i e Templar 5 Production Server Templar 5 Development Server etc This field is required Operator e mail the email of the primary operator usually a network or systems administrator This email is for the purpose of error notification if that option is enabled in the application configuration for more information about program configuration see the chapter Server Properties This can be a single email address a distribution list or a group email address This field is required Graphical Display for Server check this box to have the server represented with a graphical display when selected from the Templar 5 Program Group This graphical display will show the Templar 5 Server Log as the server starts up If you close this graphical interface the server will shut down Install Templar 5 as a Service you can choose to have Templar 5 install as a Windows Service so that it can be automatically started upon system b
89. can click on the Use Standard Port Button to set the port to 21 Retry Times the number of times that Templar5 should try the connection in the event of connection failure before producing an error Secure Socket Layer the type of SSL or TSL to be used in the connection is specified here by selecting the line in the drop down list Orchestration the specific orchestration for pulling files from this partner is selected from the drop down list Use Passive FTP More selecting this option will over ride the orchestration and always force Templar 5 to always use passive mode User Client Authentication Select this option if your partner requires you to use client authentication when trading via FTP TCP with SSL Host Name the name of your host IP address or DNS name to which the receipt will be sent Port Number the port number on the remote Trading Partner s TCP server through which the connection will be made Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before giving up and producing an error 77 78 Resume Time Limit the break between retries until Templar 5 attempts to resend the receipt Host Name the name of the remote Trading Partner s SSH host IP address or DNS name to which the receipt will be sent User ID the user ID provided to you by the receipt recipient to access an SSH site Identity File provided in your own SSH se
90. ceiving Templar 5 will put these pieces back together when decrypting the file Setting this to zero will turn this function off Recipient the email address Templar 5 will send files to Sender the email address files will be sent from Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an error Retry Delay how many seconds Templar 5 should wait before trying the connection in the event of connection failure before producing an error File Transfer Destination Folder the folder where the data will be placed Run Command a batch command to be executed on the data prior to sending Can pass the same parameters as the Receive Run Command TCP Direct Host Name the name of the remote Trading Partner s TCP host to which the data will be sent IP address or DNS name is acceptable Port Number the port number on remote Trading Partner s TCP server through which the connection will be made Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an error Retry Delay how many seconds Templar 5 should wait before trying the connection in the event of connection failure before producing an error HTTP S AS2 73 74 Host Name the name of the remote Trading Partner s HTTP s host IP address or DNS name to which the data will be sent Script a script to r
91. ces c ccceccceeeceeeeeeeseeeeeeeeeeeeeeteneeeteneeeeaes 150 System Log Files 0 ceccceeeseceeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeseaeeseeeeseeeeseaeeseneeeseaeeea 152 View a LOG e UE 152 Delete a Log Fleets a A A a A 153 Server Propertles 154 General Server Properties cccccececeeeeeeeeeneeseneeeeeeeeseaeesenaeesseeseaes 155 Server Services Properties ccccceceeeeceeeeeseeeeseeeeeeeeeeseeeeenaeessueeseaes 160 Server Service Settings Properties ccccceeeceeeeeeeeeeeeeeeeeeeneeetsneeeeaes 162 Server Templar 5 Parallel Tasking Properties c ccceseteeeeeeeeees 165 Server Data Type Mapping Properties cccccccceeeeeeeeeeseteeeeneeeees 166 Server Database Setup Properties cccececeeceeeeeeeeeeseeeeteseeeseneeeeaes 167 Templar 5 Internal Database cceeeeeeeeeeeeeeeeeneeeeeeneeeeeeeaaes 169 lee E 170 Microsoft SQL Server cccecccesceeceneeeeeeeeeeeeeseeeeeeeeeseaeeseneeeseaeeees 171 date UE 172 Sybase secrete ils EE Eed eege 173 IBMED EE 174 ODBC Bride EE 175 Other JDBC Database eeen eesnrernternerrnternnernnernnernne 176 Bee fe Une M n EE 177 FTP Server Properties cccccceseseeeeseeeeeneeseaeeeeeeeeseaeeseeeseeaeeseueeesenees 179 Security Envelopes euer entra adn ean 180 Modifying Security Envelopes s esseeseesseessieerresrresrresrresrrnsrrnsrrrsrens 181 S MIME en ea ae ine ld iene a 181 S MIME v2 MPS ii deeg idiiiot ais l
92. contains both general and detailed information about incoming interchanges including whether they were successful when they were received the names and email addresses of your trading partners and whether digital signatures were received and receipts were sent Figure 76 In Box Window ESE lel x File Edit Tools Theme Help a Aa a Aac T5 Root e DI Applications Tracking Inbox M E Trading Partners From here you can view the status of files sentto you Sei Trading Partner Agreements 7 S Certificates i 9 Actions Help e a mp StartDate EndDate interchange Notes Sender Recipient Status ep Wi 2 E 9092 10 22 03 2 15 02 10 22 03 2 16 34 000000087 HTTP8947 dat CI SUPPORT T5AS2 Receipt E T Brors R 9091 10 22 03 2 14 56 10 22 03 2 15 30 000000085 HTTP8430 dat CI SUPPORT T5 AS2 Receipt Y Completed 4 E 9088 10 22 03 2 14 36 10 22 03 2 15 22 000000081 HTTP7131 dat CI SUPPORT T5 AS2 Receipt E in Progress E 9086 10 22 03 2 14 20 10 22 03 2 16 17 000000083 HTTP6575 dat ClSUPPORT T5AS2 Receipt ee Tracking Outbox 9069 10 22 03 2 13 06 10 22 03 2 14 55 000000086 HTTP2865 dat CI SUPPORT T5 AS2 Receipt YAI E 9066 10 22 03 2 12 53 10 22 03 2 14 28 000000082 HTTP2790 dat CI SUPPORT TS AS2 Receipt Y Errors A E 9065 10 22 03 2 12 45 10 22 03 2 14 21 000000080 HTTP2198 dat ClSUPPORT T5
93. dit Tools Theme Help E e LE a G Al Applications D Data amp Tools f Administration System Log Files BB Server Properties d i Security Envelopes X XML Definitions E FTP S Users Message ID Server Override Login Control Port DB Server Port DB Server Database Name Transmit Base Directory Receive Base Directory System Logs Directory Base FTP Directory SCP Location and Name Async MDN Return URL 8 452 iiel lm 9 001 TFive transmit receive logs ftproot http TemplarSupport com AS2 _ Ignore X 509 V3 Certificate Usage Extensions v Enhanced HTTPS Transport Security v Block Duplicate interchanges _ Text only display for Server _ Integrated Client and Server of 5 10l xl EZ KEEN i Serice Settings System Display Name T5 Server Server Name machinename gt amerrill mouse 8452 Licensed for 999 Trading Partners e System Display Name the name of this Templar 5 system that will be displayed in the Login Window This name helps to differentiate between different Templar 5 systems that a user may log into e Server Name the name of the server for this Templar 5 system or the IP Address e Message ID Server Override the name to used in outbound transactions Message ID headers If blank the default is used e Login C
94. e S Users W control Service wv Receive Decryption Service wv Receive Service wv Transmit Service W Retransmit Service wv Certificate Regeneration CRL Update Service wv SMTP Mail Send Service wv Ad Hoc Transfer Service KR TCP Send Service KR FTP Send Service W Direct File Transmit Service wv HTTP Send Service wv TCP with SSL Send Service WM Schedule Service B e Checked Services will be loaded at server startup e You can turn on and off each of the Templar 5 services by checking or unchecking their boxes The Templar 5 services include o Internal Database Server Login Service Certificate Store Service Control Service Receive Decryption Service Receive Service Transmit Service Retransmit Service Certificate Regeneration CRL Update Service SMTP Mail Send Service Ad Hoc Transfer Service TCP Send Service FTP Send Service Direct File Transmit Service HTTP Send Service TCP with SSL Send Service Schedule Service POP3 Mail Receive Service COO0O0O 00000000000 0 161 OO 0 000 TCP Receive Service TCP with SSL Receive Service EDI File Rationalization Service FTP Server FTP Pull Service HTTP Server For more information about what each service does see Appendix B 162 Server Service Setting This option lets you specify parameters for Templar 5 s fundamental server services s Properties Figure 107 Server Properties Service Settings Tab EIE File E
95. e This resend will be reflected in the Tracking Outbox o Send Email send an Email about the retransmission When you select this action you will be prompted to enter an Email address This Email will contain a message stating the Transaction ID and Interchange identifying that there as been transmission failure o Retransmit and Send email resend the data and send an Email about the retransmission When you select this action you will be prompted to enter an Email address o Complete with Error sets the status of the transaction to Error o Complete with Error and Send email sets the status of the transaction to Error and sends an email notifying you that of the retransmission When you select this action you will be prompted to enter an Email address o User Defined specify a custom action usually tied to a system command i e executing a batch file or some other program When you select this option you will be prompted to type in a command to execute upon retransmission The User Defined Command can be passed the same parameters as the Receive Run Command To Edit an existing policy e Double click on the policy name in the main window This will bring up the Retransmission Details Window e You can adjust the settings for the policy as if you were creating a New Policy as described above To Delete an existing policy e Select the policy in the main window and click the Delete Button This will bring up the Templar 5 Co
96. e Window Select file to load details from p x Look in Original Files New Material TEMPLAR SUPPORT JERROD tpd File name f EMPLAR SUPPORT JERROD tpd Sae Files oftype Trading Partner Details tpd ka Cancel 58 To import the Remote Trading Partner information from a TPD file you simply need to specify a name and location o Look In Use the drop down menu to search your hard drive for the location of the tpd Trading Partner Details file You can also use the folder manipulation buttons at the top right to further help you locate the file o File Name when you click on the file name in the search window you will populate this field with the name of the file When you are satisfied click the Save Button to open the file into the New Remote Partner Details Window Much like adding a new Remote Trading Partner you can modify or examine data in each of the five tabs o General o EDI Qualifier ID o Certificates o Contact Information o Notes If you are satisfied with the information click on the Save Button The new Trading Partner will be added to your Templar 5 system Editing a Remote Trading Partner At any time you can Edit Remote Trading Partner information e There are three ways to Edit a Remote Trading Partner o The first way is to double click on the Remote Trading Partner o The second way is to highlight the Remote Trading Partner by clicking on them
97. e in Kilobytes of an MIME messages Click the Save Button when satisfied or the Cancel Button to abort the changes Certificate Client Preferences There are a number of Certificate Client Preferences which you can specify to customize your Templar 5 experience Figure 100 Client Preferences Certificates Tab DR f o x File Edit Tools Theme Help cj T5 Root Wee General HA Applications Di Data Regenerated certificate effective date f Tools r Certificate valid for H earls E View Audit Log year s A i if Monitor T5 Services tH Schedule Jobs E view Permissions m Signature m Encryption Certificate Version X 509 v3 T5 Server Locations faClient Preferences Hf Administration Key usage Key generation Algorithm RSA ei Key length 512 ei Regenerated certificate effective date Day of regeneration e Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e Regenerated Certificate effective date when your self signed certificates regenerate o Certificate Valid For enter a number in the field and then use the drop down box to specify a time parameter Options include Year s Month s Week s Day s e Key Usage the default properties for key usage in all self signed certificates These defaults can be overridden for individual certificates in the Self signed Certificate Window o Signature select thi
98. e OK Button Note you can only choose a certificate that is bound to the Trading Partner 67 Receive Policy Figure 42 New Trading Partner Agreement Receive Policy Tab Edit Trading Partner Agreement Status Expected encryption lt Any Listed gt v 8 Active ee Expected signature lt Any Listed gt v Held Inactive Post processing Destination folder Output File Pattern _ Save to temporary file while receiving Preserve original filename Receive run command Files AS3 MDNS AS3 _ Pull files from this remote partner s FTP server Host name User ID Password Directory ii Port number The Receive Policy Tab allows you to set parameters for how EDI data is received from the Remote Trading Partner This tab is divided into three main areas e Received Data s Expected Security e Post processing e FTP Pulling To configure how Data is received e Status select the appropriate radio button to determine the status of the Receive Policy within the agreement o Active the policy is currently enforced Held there is data inputted however no data will be accepted None there is no receive policy for this TPA Expected Encryption select an encryption type using the drop down menu Expected Signature select the type of signature using the drop down menu 0000 68 e Post Processing the Post Processing
99. e Templar 5 Internal Database 170 Oracle Figure 113 Database Setup Oracle OG 9 File Edit Tools Theme Help 23 T5 Root A Applications Data 1 Tools g e R Users f Administration HE System Log File Server Properties 2 Security Envelopes General T5 Parallel Tasking Service Settings Archive and Delete f ices aF l Datatype mapping Database Setup fa Oracle rei ba Use Connection Pooling Clean Up JDBC User Name Test Connection Database Type b 4 fo d Thin ferran 1 21 tive For an OCI Connection the database name can be either an entry in TNSNAMES SQL net name value pair To use an OCI connection all machines must have OC installed For a thin connection the database name can either be in the forn lt host gt lt port gt lt sid gt default port is 1521 or a SQL net name value pair The database must have been created with JServer support to use the Thin driver thin driver is a Pure Java driver that requires no further client software client configuration and works on all platforms The Thin driver is recommer Connection Type O Oracle Call Interface OCI Database Name templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Oracle Database Option has the following settings O Connection Type select a Thin or OCI interface The Thin driver is a pure Java driver that requir
100. e Trading Partner Agreement From the specified folder you can then manually route the file to your Trading Partner When you receive data sent using the File Interface transport you must manually put the file containing the data into a Templar 5 folder or an EDI XML Translator application or enter a run command to move the file TCP Direct Transport When you send data using the TCP Direct transport T5 automatically sends the data to the remote host name and port number specified in the Send policy of the Trading Partner Agreement The port number you specify in the TCP Direct transport must match the port number your partner enters in the TCP Direct Receive settings in Server Preferences Web Interface Transport AS2 When you send data using the Web Interface transport Templar 5 automatically sends the data to the Web server URL address specified in the Send policy of the Trading Partner Agreement When you receive data sent using the Web Interface transport you can use a CGI script to prepare the data for your T5 system or EDI XML Translator copy and name files and send a status reply to your partner FTP Transport AS3 When you send data using the FTP transport Templar 5 automatically sends the data to the port number and folder on the FTP server specified in the Send policy of the Trading Partner Agreement When you receive data sent using the FTP transport you need to route the file to your templar receive folder where Templar 5
101. e Trading Partner Agreement Window This will bring up the Actions Button Submenu Select the Send File Option The third way is to choose the Send File Option from the Edit Menu while in the Trading Partner Agreement Window All of these methods will bring up the Open File Window 211 Figure 136 Open File Window S Open xj om aes O a lA o C Application Data Start Menu Templates NTUSER DAT memme auses lge Files of type al Files X Cancel 212 From the Open File Window navigate your hard drive to select the file you want to send e When you have selected the file click the Open Button If your Templar 5 system is setup properly the Templar 5 Success Dialog Box will display informing you that the message has been sent to the transfer queue which can be accessed via the Tracking Outbox feature Automatic Flat File Transmission Figure 137 Edit Trading Partner Agreement Send Policy Tab Edit Trading Partner Agreement E st General Receive Policy f send Folk Retransmission Policy Status Security envelope BEER active Encryption type DES EDES ei O Held Signature type RS4 MDS S MIME x R None Expected receipt AUTACK signed using RSA MDS ei EZ Remove CRLF from EDI Data Send transport Active transport Email ei MIME message size KB E12 4 Recipient Edi cit com Sender jasont metissolution com OK
102. e Triple DES DLL then breaks the user provided key into three subkeys padding the keys if necessary so they are each 64 bits long The procedure for encryption is exactly the same as regular DES but it is repeated three times Hence the name Triple DES The data is encrypted with the first key decrypted with the second key and finally encrypted again with the third key Blowfish Blowfish is a symmetric block cipher that can be used as a drop in replacement for DES or IDEA It takes a variable length key from 32 bits to 448 bits making it ideal for both domestic and exportable use Blowfish was designed in 1993 by Bruce Schneier as a fast free alternative to existing encryption algorithms Since then it has been analyzed considerably and it is slowly gaining acceptance as a strong encryption algorithm Blowfish is unpatented and license free and is available free for all uses CAST 128 CAST 128 is a DES like Substitution Permutation Network SPN cryptosystem which appears to have good resistance to differential cryptanalysis linear cryptanalysis and related key cryptanalysis This cipher also possesses a number of other desirable cryptographic properties including avalanche Strict Avalanche Criterion SAC Bit Independence Criterion BIC no complementation property and an absence of weak and semi weak keys It thus appears to be a good candidate for general purpose use throughout the Internet community wherever a cryptographically s
103. e application Navigation will often change based upon the open window For example when you open the Trading Partner Agreements Window functionality like the Action Button will allow you to create new Trading Partner Agreements In contrast if you open the Trading Partners Window the same functionality will allow you to make new Trading Partners 27 Trading Partners Trading Partners are the entities within your Templar 5 System that can exchange data through Trading Partner Agreements for more information about Trading Partner Agreements see the Trading Partner Agreements section Templar 5 supports two types of Trading Partners Local and Remote Local Trading Partners are Trading Partners within your own network or company i e the Finance Division Remote Trading Partners are Trading Partners outside of your network or company i e vendors suppliers customers partners etc Templar 5 offers you a number of ways in which to add edit manage group and work with your trading partners available through the Applications icon in the Menu Window of the Templar 5 Application Figure 11 Trading Partners I T5 K 10 x File Edit Tools Theme Help aaee mae Sei a a 2 T5 Root HA Applications Trading Partners Ba This is where you setup the trading partners you wish to deal with Sen He Local Partner Name ji 8 Delete Remote Partner Information Remote Ha Certificates Properties Import Remote Partne
104. e inability to properly trade via FTP Here is a list of the FTP Steps preconfigured in Templar 5 and what they do CWD change working directory LIST list remote files Login send username and send password MODE S set transfer mode to stream NLIST name list of remote directory PASV enter passive mode PBSZ 0 set the protection buffer size to zero PROT P set the data channel protection level to private QUIT terminate the connection Retrieve then delete all files retrieve remote files and delete remote files Retrieve all files retrieve remote files RNFR rename from RNTO rename to STOR store a file on the remote host STOU store a file uniquely STRU F set file transfer structure to file TYPE A set transfer type to ASCII text TYPE set transfer type to image binary data 193 FTP Orchestrations The FTP Orchestrations section allows for user to setup their Templar 5 to send files via FTP specifically as their partners FTP Servers require Each Trading Partner Agreement can use multiple orchestrations or all of your Trading Partner Agreements might be able to use the made orchestration depending on how your partner s FTP Server are setup Generally you will need 2 orchestrations one for uploading and one for downloading However if your FTP server will be hosting the files you may not need any orchestrations A generic orchestration for both uploading and downloading is listed at the end
105. e line in the drop down list Orchestration the specific orchestration for pulling files from this partner is selected from the drop down list Use Passive FTP More selecting this option will over ride the orchestration and always force Templar 5 to always use passive mode User Client Authentication Select this option if your partner requires you to use client authentication when trading via FTP Send Policy Figure 43 New Trading Partner Agreement Send Policy Tab Edit Trading Partner Agreement Si x Sending Notes Security envelope occ Encryption type Deseoes el 1 ACN Signature type RSASHA1 SMIME Held Expected receipt MDN signed using RSA SHA1 v O Inactive _ Use file name in Content Disposition Custom MIME _ Compress Data _ Remove CRLF from EDI Data C Enabled Monitor Directory Edit Pickup Mask Send transport Active transport File Interface S i Destination folder IT a Run command DO e AS3 From Header O AS3 To Header oo Pre processing Send run command The Send Policy Tab allows you to set parameters for how EDI data is sent from the Local Trading Partner to the Remote Trading Partner To configure how EDI Data is sent e Status select the appropriate radio button to determine the status of the Send Policy within the agreement o Active the policy is current enforced You can only send data using
106. ed For 6 Trading Partners e The Templar 5 ODBC Bridge Option has the following settings o Data Source Name The database name must be already defined to use the ODBC Bridge and it must also be defined on all client computers that wish to connect to this server This driver requires that both the ODBC Runtime and also the ODBC Driver for the database exist on all machines wishing to connect ODBC is not available for all platforms and the use of ODBC should be avoided where possible You should also review the settings on the Data type mapping tab to ensure compatibility with your database 176 Other JDBC Database Figure 119 Database Setup Other JDBC Database ENG O x File Edit Tools Theme Help Aaaeeeaa Se ae ra Y 9 T5 Root f General ices Service Settings HA Applications T5 Parallel Tasking l Datatype mapping Archive and Delete CleanUp zi D Data LL Tools Database Setup D A eege JDBC User Name fea E Sys SA es Set Password Test Connection 8 Securi EE G Users Database Type Other JDBC Database ei 5 Use Connection Pooling 4 fo 4 JDBC Driver name therpara JDBC URL bnerparanm S For other JDBC Databases you must provide the driver and it must be on the classpath for the client and the server The classpath is set in the TS lax Desktop TServer lax Server or TClient lax Client
107. ed in automatically for you Create Table Statement CREATECACHEDTABLE S S Date Insert format fv MM ddHHimmssS888 BLOB Datatype BINARY CLOB Datatype MARCHAR String Datatype VARCHAR IntDatatype NT Small Int Datatype BMALLINT Date Datatype TIMESTAMP Not Null definition NOT NULL Null Definition Mu System Log Files f faServer Properties A Security Envelopes Users Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners Create Table Statement the script statement to create a table in your database Date Insert Format the format for inserting dates into the table BLOB Datatype the datatype in your database used to represent BLOB data CLOB Datatype the datatype in your database used to represent CLOB data String Datatype the datatype in your database used to represents string data Int Datatype the datatype in your database used to represent numerical integer data Smalllnt Datatype the datatype in your database used to represent small numerical integer data Date Datatype the datatype in your database used to represent date data e Not Null Definition how your database defines a cell as Not Null e Null Definition how your database defines a cell that is Null Note that with the standard databases these values are filled in automatically for you 167 Server Database Setup Properties Templar 5 provides integration and operability with a va
108. emote Trading Partner Contact Information Tab 52 New Remote Trading Partner EDI Qualifier ID Tab 49 New Remote Trading Partner Notes csecceseesenceeeeseneeeeeseneesesaeeeeeeeeseseeseeseseeseeneseeseeneneeaes 53 O ODBC Bride E 173 OME EE 211 Operating System Requirements ss esseeeseeeeeeeseesesneeiteesrterttertnsrtnsttnsttnstensttnnttnnentrnnnntenntennnennt 8 d CT 168 Other JDBC BEE sees hae taenn beatae aa aaaeeeaa ete aa aE aaan ian eben a Catra 174 P Permanently Delete a Certificate 109 R R mote Cerificate ET 92 Remote Trading Partners cccsccccceseccceeeseeceeeeseeeeeeeseeseeseaeseeseaeseeseaaenseseaeeeesesaeeesenseneenensenees 46 Reprocess a Transmission ccccccceccesecceeeeeeeeeceneeeeeeeeeeececaaeeeeeeeeesecceaaeeeeeestesecenieeeeeeeeeees 111 117 Rijindael Rijindael 256 EE 206 S YM OTT 179 Schedule JODS arre rih a caniae EE 130 Elek Oe 178 Self Signed Certificate AAA 87 EE Mee 206 216 Server Archive and Delete Properties ccccceseeceeeeeeeeeeeeeeeeeeeeeeeaeeseaeeeseaeeseaeeeseaeessaeeeseaeeseaees 163 Server Clean Up Properties ten 164 Server Data Type Mapping Properties cccccceceeeeeeeeeeseeeeeeeeeeeeneeseaeeeseaeeseaeeeseaeesseeeseeeseaees 162 Server Database Setup Properties cccccceccceeseeeeeneeeeeeeeeeeeeseaeeeeeaeeseeeeeeeaeeseaeeeseaeeseaeesaas 165 175 Server Properties aiim iced wages tent EE 151 Server Service Settings Prop
109. emote partner ID p production test flag i interchange control number e FTP Pulling the FTP Pulling area allows you to set parameters for how you want Templar 5 to pull data from this partner s FTP Server This section is only used when you are trading via FTP with your partner and they are hosting the FTP Server The option is provide to setup separate locations for pulling files and MDNs from this partner IF the files and MDNs are in the same location just ignore the MDN s tab as the File s tab will also pull MDNs O Pull files from this remote partner s ftp server checking this option will cause T5 to start checking the FTP server specified at regular intervals Host Name the name of the remote Trading Partners FTP host IP address or DNS name from which the data will be pulled User ID the user ID to use to access the FTP site Password the password to use for access to the FTP site Destination Folder the subfolder in the FTP directory into which the data will be saved Port Number the port number on the remote Trading Partner s FTP server through which the connection will be made You can click on the Use Standard Port Button to set the port to 21 Retry Times the number of times that Templar5 should try the connection in the event of connection failure before producing an error 69 70 Secure Socket Layer the type of SSL or TSL to be used in the connection is specified here by selecting th
110. er information see the Importing a Remote Trading Partner section If your Trading Partner is Not Using Templar 5 If your trading partner is not using Templar 5 you need to e Import their certificate see the Importing Certificates section e Create a New Remote Trading Partner using the information that your Trading Partner sent you create a New Remote Trading Partner For more information about this see the Adding a Remote Trading Partner section Step 7 Create a Trading Partner Agreement Using your Local Trading Partner Profile and either the Remote Partner Profile you imported or created create a Trading Partner Agreement so that you can exchange data For more information about Trading Partner Agreements see the Adding a Trading Partner Agreement section Once you and your partner have both created a Trading Partner Agreement you are ready to trade data Step 8 Set the Default Directory for Received Files In the Server Properties section under Administration Specify your default directory for received files to be placed after decryption For more information about this property see the General Server Properties section Step 9 Schedule and Archive Delete and Clean Up Under Tools in the Scheduled Jobs section setup you re jobs for your Templar 5 system see the Adding a Scheduled Job section for more information 203 Appendix B Templar 5 Services The Templar 5 Services are background processes that perform
111. eric FTP Download Orchestration Here is a list of the steps most orchestrations for download will have This is also the orchestration that should be used when pulling from a Templar 5 sFTP Server Login TYPE PASV CWD NLST Retrieve then delete all files QUIT 195 Users Templar 5 recognizes that you may have multiple users interacting within a single Templar 5 system In order to facilitate this you can add edit and delete users within Templar 5 The ability to add modify or delete users is only available if the currently logged in individual is an administrator with User Administration privileges Adding a New User There are two ways to add a New User within the User Window e The first way is to click on the Action Button This will bring up the Action Button Submenu Select the New Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option Both of these methods will bring up the User Maintenance Window Figure 132 Adding a New User Permissions User Name P O Full Name oT Description RE Set Password Settings Auditlog access Data administration Server administration User administration History database access Trading Partners O Read Only Trading Partner agreements O Read Only Certificate Management O Read Only Tracking inbowoutbox Read Only 196 For each user you can specify the following e Permi
112. ertes 159 Server Services Properties cccccccesecceeneeeeeeeeeeaeeceaeeeeaeeeeaneeseaeeseaeeeseaeeseaeesseaeeseaeeseeaeessneessaees 157 Server Templar 5 Parallel Tasking Properties 161 Setting the Templar 5 Theme 21 Starting Templar 5 Desktop ON Windows sssssssssssesseesireeieeeiteeittttsetnternntttntttntttnstnnttnnstnnsnnnnennne 20 Starting The Templar 5 Client on non MWindouws 20 Starting The Templar 5 Client ON Windows 19 Starting the Templar 5 Desktop 20 e 171 System Log Files roana e EEN 149 I Templar 4 0 Compatibility zri a a a a ea E AEA 101 Templar 5 Client Welcome Gcreen 21 Templar 5 Internal IT 167 edel 142 Templar SO Windows EEN 22 Tracking Bin EE 110 NR Ce Un EE 211 Trading Partner Agreements cccsccceceeseceeeeseneeeeeseneeeenseneeeeseneeesseeaaessneaeessaansensneeneessneeneetens 58 Lrading Pantnersicie cece cera dee ata We tees i a ar ee 25 26 rusted Root ET EE 79 Eoi aA EE A E E E N S E E E E S E S E E 206 U H erg E A S TEEN E E E E E A AE E E S O O E 194 V View a Log Files 22 eriaren ene ai t EE E A ee O OTEO A 149 View Perms EE 141 View Revoked Certificate Properties A 108 View the Properties ora Log Entry oesreste nieva ge ne E Sai TEENE NAS AENEAN AAEREN aea 127 Viewing a GertifiGate EE 104 Viewing an Nagel HE 114 120 KE lui WEI DEE EE 112 118 W Ee el EE 7 Whats RE le ET H X AME RI len EE 24 183 217
113. es no further client software or client configuration and works on all platforms and is recommended for use with Templar 5 Database Name the name of the Oracle database For an OCI Connection the database name can be either an entry in TNSNAMES ORA or a SQL net name value pair To use an OCI connection all machines must have OCI installed For a thin connection the database name can either be in the format lt host gt lt port gt lt sid gt default port is 1521 or a SQL net name value pair The database must have been created with JServer support to use the Thin driver Database Properties File For Oracle 8i set this to oracle For Oracle 9i or 10g set this to Oracle9 171 Microsoft SQL Server Figure 114 Database Setup Microsoft SQL Server DS GER File Edit Tools Theme Help BREAIE gt Bai See oo 53 T5 Root f HA Applications Data I Tools Ef Administration General F ices f Service Settings i T5 Parallel Tasking Datatype mapping Archive and Delete Clean Up Database Setup JDBC User Name fea Set Password Test Connection LRR Users Database Type Microsoft SQL Server ei 7 Use Connection Pooling E fio 4 SQL Server Version Ka 7 0 2000 or above OH 6 00r6 5 Host String ferran Database Name i Five The Host string can be any one of the following For TCP IP connections use Hostname or Hostname
114. ext Sensitive menu Select the View File Option e The second way is to highlight the log file you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the View File Option e The third way is to highlight the log file you want to view by clicking on it once Then select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the View File Option All of these methods will bring up the Log File Viewer Window Figure 101 View Log File xi File C Program FilesiTFiveServerilogsitfive log 2002 12 20 14 59 08 T5 Enterprise Edition ei 2002 Confidential Information Inc 2002 12 20 14 59 08 Portions el 2002 Codefarm Ltd 2002 12 20 14 59 08 All Rights Reserved 2002 12 20 14 59 08 System startup at Fri Dec 20 14 59 08 PST 2002 SG 2002 12 20 14 59 08 Checking Licensing Please wait 2002 12 20 14 59 12 Version 5 1 10 20 l 2002 12 20 14 59 12 Licensed To Tech Writer 30 Day Evaluation Copy 2002 12 20 14 59 12 Serial Number A65A 4026 16A4E 1E5B C149 7D82 C524 0699 2002 12 20 14 59 12 Licensed for 6 Trading Partners 2002 12 20 14 59 12 Adding Security Package 2002 12 20 14 59 13 adding Provider IAIK 2002 12 20 14 59 13 Java version number 1 3 0 2002 12 20 14 59 13 Java compiler null 2002 12 20 14 59 13 Java vendor specific string Sun Microsystems Inc 2002 12 20 14 59 13 Java vendor URL http java
115. ext Transfer Protocol TCP with SSL Send Service Sends data via TCP with SSL Schedule Service Processes scheduled jobs POP3 Mail Receive Service Receives data via POP3 mail TCP Receive Service Receives data via TCP direct TCP with SSL Receive Service Receives data via TCP with SSL EDI File Rationalization Service Breaks files with multiple interchanges into multiple files with single interchanges SMTP Inbound Service Receives the incoming SMTP connections accepts the incoming emails and pulls them into Templar 5 Sendmail Integrated Mail Collection Checks the sendmail user account for emails and pulls them into Templar 5 SSH Send Service Sends data via SSH FTP Server Runs the internal FTP server embedded into Templar 5 FTP Pull Service Retrieves data via FTP HTTP Server Reirieves data via HTTP S Appendix C Transport Methods Templar 5 provides a number of different transmit methods in sending data Email Transport AS1 When you send data using the Email transport Templar 5 automatically sends the file to the EDI Email address specified in your Send policy for the trading partner agreement When you receive the data sent using the Email transport Templar 5 automatically processes the data in the templar receive folder File Interface Transport When you send data using the File Interface transport Templar 5 places the file containing the data in the folder specified in the Send policy of th
116. ficates x Certificate File fation Documentationitestdesktop42 cer a Details Certification Path Certificate Information This certificate is intended to provide the following Digital signature Prove identity to a remote computer Issued to Support Test Issued by Support Test Valid from Jul29 2002 to Jul29 2007 Import Cancel Help o The Import Certificates Window displays the certificate prior to importing Much like viewing a certificate when adding it to a Local Trading Partner or Remote Trading Partner you can verify all of the certificate information prior to finalizing the import Information about this certificate is contained in the three tabs General Details Certification Path other certificates attached to this one in the Certificate Chain o When you are satisfied with the details of the Certificate click on the Import Button This will bring up the Templar 5 Confirmation Dialog 97 Figure 61 Import Certificates Confirmation Dialog CS x 2 Import this certificate o Click on the Yes Button to confirm and finalize the import Figure 62 Import Certificate Success Confirmation xl je YD Certificate imported successfully o Templar 5 will display the Templar 5 Success Window Click the OK Button to finish After closing the Templar 5 Success Window you will be returned to the Import Certificates Window Click the Cancel Button to exit 98 Importing a
117. ften Templar 5 should check the FTP Servers specified in the Receive Policy of the Trading Partner Agreements for new files or MDNs e Certificates o Server Certificate specify which local certificate to use for server functions o Client Authentication Certificate specify which certificate to use for client authentication functions o Default MDN Signature Certificate specify which certificate is used in the signature of error MDNs e Receive Files configure where the default location for received data to be saved 159 160 o Default Dir for Received Files specify a directory for received files The default is the Templar 5 server install directory Client File Display Settings configure how clients will see files displayed o Maximum File Size Displayed specify the maximum size of file to display in the client Files of larger sizes will only display up to the limit specified here Server Services Properties There are a number of settings you can set for the Services Properties to better customize the Templar 5 experience Figure 106 Server Properties Services Tab File Edit Tools Theme Help RES Bae CHE 23 T5 Root T5 Parallel Tasking Database Set pe mapping Archive and Delete CleanUp zo D I Applications f General Service Settings fe De Services to run g Tools Administration System Log File wv i i L er Properties TA Login Service re Security Envelopes wv Certificate Store Servic
118. g partner agreements adding editing deleting and any trading partner information This permission can be set to read only Certificate Management this permission allows the user to modify certificates requesting adding editing deleting importing exporting This permission can be set to read only Tracking Inbox Outbox this permission allows the user to look at and modify the Inbox and Outbox This permission can be set to read only If you set a permission to No the icon representing that functionality will not be visible in the icon tree 206 Appendix E Encryption Types DES DES encrypts and decrypts data in 64 bit blocks using a 64 bit key although the effective key strength is only 56 bits as explained below It takes a 64 bit block of plaintext as input and outputs a 64 bit block of ciphertext Since it always operates on blocks of equal size and it uses both permutations and substitutions in the algorithm DES is both a block cipher and a product cipher DES has 16 rounds meaning the main algorithm is repeated 16 times to produce the ciphertext It has been found that the number of rounds is exponentially proportional to the amount of time required to find a key using a brute force attack So as the number of rounds increases the security of the algorithm increases exponentially DES EDE3 Triple DES is simply another mode of DES operation It takes three 64 bit keys for an overall key length of 192 bits Th
119. gned Certificate Contact Tab Create Certificate x Subject distinguished name Common name Title Phone number Effective date range From Dec 20 2002 e To Dec 20 2004 el Key usage wv Signature wv Encryption Certificate Version ksog v3 Key generation Key length 512 OK Cancel Help e The Contact Tab provides basic information about the individual requesting the certificate o Common name the name of the certificate creator o Title common title within the company e Manager of Information Services o Phone Number department phone number 94 Figure 58 Create Self Signed Certificate Address Tab Create Certificate WS x Subject distinguished name Street address Locality State or province Zip Postal code Effective date range From Dec 20 2002 ed To Dec 20 2004 ad Key usage TA Signature TA Encryption Certificate Version k 509 v3 ei key generation Key length 512 ei OK Cancel Help e The Address Tab provides more detailed information about the company to which the certificate will be assigned This information will be included in the certificate o Street Address the address of your company o Locality city or province o State or Province the state or province in which your company is located o Zip Postal Code your postal code When you are finished providing information click the
120. he New Option from the Templar 5 Schedule Jobs Window Actions Button Submenu e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option Both of these methods will bring up the New Scheduled Job Window 138 Figure 92 New Scheduled Job New Scheduled Job x Job Setup Job Type Archive Data ei Parameters Schedule Schedule Type One Time ei Time hau 4 Select Date Date Dec 20 2002 ad Cancel Help e To schedule a New Job o Job Type use the drop down menu to select a job type Options include Archive Data Clean up Database Delete Data Clean up Audit Log User Defined Command Parameters click this button to set parameters for the type of job o Schedule Type use the drop down menu to select when the job should recur Options include One Time Daily Monthly Last Day of Month o Time enter a time when the job should commence The default time is the current time o Select Date select a date for the job to begin or recur The default date is today s date Click on the drop down arrow to open the calendar for easy date selection Click the Save Button when finished to schedule the job or the Cancel Button to abort the job 139 Archive Data Parameters The Archive Data Parameters function allows you to schedule a job to automatically archive data according to your parameters
121. he unique ID that identifies this Local Trading Partner in Templar 5 Certificates secure certificates that ensure identity Contact Information contact information for the Local Trading Partner 30 Notes any additional notes about the Local Trading Partner 31 New Local Trading Partner General Tab Figure 13 New Local Trading Partner Details General Tab New Local Trading Partner Details x EDI Qualifier ID Certificates Contact Information Notes Partner ID Partner Name EDI Email Address Export Save Close Help The New Local Trading Partner Details Window gt gt General Tab has three primary fields that you can enter information e Partner ID a unique combination of letters and numbers to identify this partner easily within Templar 5 This generally is your company s full legal business name Note once you have created this Partner ID and saved the Local Partner you cannot change the ID e Partner Name the name of the partner This may be used to identify a specific department or person i e Bob Smith at Classified Information Inc EDI Department at Classified Information Inc etc e EDI Email Address this is the local EDI Email address that the Local Trading Partner will be sending data to when sending to this partner utilizing SMTP 32 New Local Trading Partner EDI Qualifier ID Tab An EDI qualifier ID is a unique two part interchange ID The first part is the qualifier which is a
122. ically search for Templar 5 Servers in the same subnet as the client 1 You can have your Templar 5 Client check additional Templar 5 Servers that are not on the same subnet under Configuration Options in the Templar 5 Client 20 Getting Started Starting Your Templar 5 System Starting your Templar 5 software depends upon which components are present in your Templar 5 System e Templar 5 Server e Templar 5 Client e Templar 5 Desktop Starting the Templar 5 Enterprise Server Windows e To start your Templar 5 Server manually on Windows select the Templar 5 Server icon from the Templar 5 Program Group e f you checked the option to Install T5 as a service during the installation the Templar 5 Server will start automatically as a service upon restart of your system Unix Linux e Execute the tfive script tfive start The default location of the tfive script is the Templar 5 Server directory e During the installation of Templar 5 if you check the option to install as a service you will be notified of the directory location of the tfive script 21 Starting The Templar 5 Enterprise Client To start your Templar 5 Client e Click on the Templar 5 Client icon from the Templar 5 Program Group This will bring up the Templar 5 Splash screen and then the Templar 5 Login Screen Enterprise Edition T5 Login x Version 5 1 10 20 E Welcome to T5 Version 5 1 10 20 Loi 2002 Confidential Information Inc All rights
123. ie acts ieee ENEE EEN tees 189 192 194 Adding a Remote Trading Partner 46 Adding a Trading Partner Agreement 60 Appendix B Templar 5 Services ccccccecceceeeceeeeceaeeceaeeeeeaeeseaeeeeeaeeseaeeseeaeeseaeeseaeeeseaeesseeesaaes 202 Appendix C Transmit Methode esseeeseeeseeeseeesiteersntstitsttnstirstirttinsrnsttttttntnnnstnnntenetnnnnnnnnnnane 203 Appendix D Permissions ororo mienie airs errean rrna EEan E KAA eege ENEE av eee 204 Appendix G Encryption Types cccccccsceceseeeseeeeceneeeseaeeceaeeeeeeeeseaeeseeeeseaeeseaeeeseaeeseeeeeenaeess 205 207 Appendix Templar 5 Directory Structure sssessseeeeeeeeeeeeeeeetserrtesnterrtstrtsrrnsttnsttnstnnnttnnttnnernnennnennnennnentt 208 Archive Datta EE 122 Archive Data Paramete Sessies AER RSR Eaa TE 136 AUT EO Ge EE 126 lte ue 213 Automatic EDI De EE Tu EE 214 B IEA EA A E E EEE EE AA EE EA EE ege begiers eeiieeie 205 207 C CAST KEE 205 Certificate Client Preferences A 147 GertifiGate REVOCATION TEE 108 GOMtiNCAteS ie EE 79 Clean up Database Parameters snsnesesnresettttstttttettttrttrtsttnnnttn netrn nnrEn nnt tnnner ennnen 137 139 Client PSrferenGes siiri tmien Eege rea tenaa EEN uledaassbelaci euscredvlpetia cde diededuedeasactetstes 144 Configuring the Templar 5 Datasource 209 Creating a Certificate Request s eesseesieesiessiteiesiesittitttitttinttitatttnettattunettantEnnnenttnnanennnnnnn enant 80 Creating a New Certificate 80
124. ificates Contact Information Notes 50 New Remote Trading Partner General Tab Figure 30 New Remote Trading Partner Details General Tab New Remote Trading Partner Details xj EDI Qualifier ID Certificates Contact Information Notes Partner ID Partner Name EDI Email Address Import Save Close Help The New Remote Trading Partner Details Window gt gt General Tab has three primary fields that you can enter information e Partner ID a unique combination of letters and numbers to identify this partner easily within Templar 5 Note once you have created this Partner ID and saved the Remote Trading Partner you cannot change the ID e Partner Name the name of the Remote partner This may be used to identify a specific department or person i e Jane Doe at Classified Information Inc of EDI Department at Classified Information Inc e EDI Email Address the Email of the Remote Trading Partner where EDI documents will be sent 51 New Remote Trading Partner EDI Qualifier ID Tab An EDI qualifier ID is a unique two part interchange ID The first part is the qualifier a two character value depending on the standard The qualifier indicates the type of ID established for the Trading Partner The second part is the identifier for the trading partner such as a telephone number or DUNS number Figure 31 New Remote Trading Partner Details EDI Qualifier ID Tab New Remote Trading Partner Details f x
125. ificates Contact Information Notes Import Save Close Help For each Remote Trading Partner you can type in free form notes This is an excellent place to jot down specific requirements such as transmission times or alternate contact names numbers or Email addresses 56 Importing a Remote Trading Partner Importing a Remote Trading Partner is an easy way to add new Trading Partners to your Templar 5 system For example if you have a trading partner at another company that is also using Templar 5 they can simply export the specific Local Trading Partner to a tpd Trading Partner Details file and email it to you When it arrives you import is as a Remote Trading Partner e There are several ways to import a Remote Trading Partner o The first way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu e From the Actions Submenu select the New Option This will bring up the New Submenu e From the New Submenu select the Import Remote Partner Option o The second way is to click the Actions Button at the top of the Trading Partners Screen This will bring up the New Submenu e From the New Submenu select the Import Remote Partner Option o The third way is to click the Import Button at the bottom of the New Remote Trading Partner Window e All of these methods will bring up the Select the File to Load Details From Window 57 Figure 36 Import Remote Trading Partner find fil
126. ile Cop T5 AS2 CISUP Compl Web Int gt 9033 10 22 03 2 10 15 10 22 03 2 15 07 000000300 Original File Cop T5 AS2 CI SUP Compl Web Int gt 9032 10 22 03 2 10 14 10 22 03 2 16 26 000000299 Original File Cop T5 AS2 CISUP Compl Web Int gt 9029 10 22 03 2 09 57 10 22 03 2 16 06 000000298 Original File Cop T5 AS2 CISUP Compl Web Int E 9026 10 22 03 2 09 42 10 22 03 2 16 10 000000297 Original File Cop T5 AS2 CI SUP Compl Web Int Bi Ex 9024 10 22 03 2 09 36 10 22 03 2 15 55 000000296 Original File Cop T5 AS2 CI SUP Compl Web Int Ex 9021 10 22 03 2 09 17 10 22 03 2 15 01 000000295 Original File Cop T5 AS2 CI SUP Compl Web Int gt 9018 10 22 03 2 09 04 10 22 03 2 15 25 000000294 Original File Cop T5 AS2 CI SUP Compl Web Int gt 9015 10 22 03 2 08 59 10 22 03 2 14 50 000000293 Original File Cop T5 AS2 CISUP Compl Web Int Ex 9014 10 22 03 2 08 49 10 22 03 2 14 45 000000292 Original File Cop T5 AS2 CISUP Web Int E D ansa annann annaa anaunnaanar nnannnnnna Oninin at Dite An Trana aranna A zeb tea vi Automatically resize columns to fit screen 79ttems templar nebuchadnezzar 8452 Licensed For 506 Trading Partners The Tracking Outbox Window allows you to monitor outgoing transmissions to Trading Partners This window is divided into four primary Filters e
127. ing a User There are three ways to edit an Existing User within the User Window e The first way is to click on the Action Button This will bring up the Action Button Submenu Select the Properties Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Properties Option e The third way is to click on the user you want to edit with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option All of these of these methods will bring up the User Maintenance Window Figure 135 Editing a User User Name hemman ss SSSSSCis FulName femmar Description ffemplardefaultuser Set Password Settings Audit log access Data administration Server administration User administration History database access Trading Partners Read Only Trading Partner agreements O Read Only Certificate Management O Read Only Tracking inbowoutbox Read Only For each user you can edit the following e User Name the user name e Full Name the user s full name 200 e Description a textual description of the user e their title e Set Password click the Set Password button to specify the New User s password This will bring up the Enter Password Window e Permissions identify which features of Templar 5 the user has the ability to modify To enable a permission for this user select the Yes Option To disable a permi
128. ion The Certificate Revocation window shows a list off all of the certificates in Templar 5 that have a Certificate Revocation List specified For more information about Certificate Revocation see the Certificate Revocation Section Tracking Inbox The Tracking Inbox Window provides information on transmissions that have been sent to you are in the progress of being received or have encountered errors Expanding the Tracking Inbox Node provides opportunities to filter inbox transmissions For more information about Tracking Inbox see the Tracking Inbox Section Tracking Outbox The Tracking Outbox Window provides information on transmissions that you have sent are in the progress of being sent or have encountered errors Expanding the Tracking Outbox Node provides opportunities to filter outbox transmissions For more information about the Tracking Outbox see the Tracking Outbox Section 25 26 Data The Data Window provides two key functions archiving data and deleting data For more information on Archiving and Deleting Data through the Data Window see the Data Section o Archive Data o Delete Data Tools o View Audit Log The Audit Log Window provides a list of all the audit logs currently available to Templar 5 those that have not been deleted or archived By expanding the View Audit Log Node audit log data can be filter by Error Logs Warning Logs Diagnostic Logs and Successful Logs For more information about A
129. ion Data Desktop Documents DRM Favorites Start Menu Templates File name fal Users Save Files oftype Certificates Gren Ka Cancel e To save the Certificate to a CER file you simply need to specify a name and location o Look In Use the drop down menu to search your hard drive for the location in which you wish to save the file o File Name specify a name for the file Templar 5 will automatically append the CER extension to whatever name you select e When you are satisfied click the Save Button to save the file to the location on your hard drive Export a Certificate via Email There are four ways to Export a Certificate via Email from the Certificate Window e First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Export Option This will bring up the Export Submenu Select the Certificate via Email e Second click on the Edit Menu and select the Export Option This will bring up the Export Submenu Select the Certificate via Email e Third click on the Certificate you want to export with your secondary mouse button This will bring up the Context Sensitive Menu From the Context sensitive Menu select the Export Option This will bring up the Export Submenu Select the Certificate via Email e Fourth double click on the Certificate you want to Export This will open the Certificate into the Certificate Details Window o Click on the Export Bu
130. ities CAs already installed in your system These certificates are intended to provide validation for other certificates in a Certificate Chain 83 Creating a New Certificate There are two ways to create a new certificate e Create a Certificate Request for submission to a certified Certificate Authority e Create a Self Signed Certificate Creating a Certificate Request A Certificate Request generates a specially encoded text string that you can send to a certified Certificate Authority CA for processing Once processed the CA will send a verified digitally signed certificate that you can use to prove the identity of your networking systems to outside resources There are two ways to create a Certificate Request e The first way is to click on the Actions Button This will bring up the Actions Button Submenu Select the New Option This will bring up the New Submenu Select the Create Certificate Request Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option This will bring up the New Submenu Select the Create Certificate Request Option Both of these methods will bring up the Create Certificate Request Window 84 Figure 47 Create Certificate Request Create Certificate Request Ba mSubject distinguished name Contact Address Country UNITED STATES US ei Organization Organizational unit E mail address
131. ity that you perform in Templar 5 For the purposes of logging these activities are categorized accordingly and can be viewed by clicking on their respective icon in the Navigation Window e Error any errors that have occurred in Templar 5 Errors include o Transmission errors o Connection errors o Service errors e Warning warnings from Templar 5 e Diagnostic information about the operation of Templar 5 such as o Adding certificates successfully o Updating a CRL o SMTP Diagnostic o POP Diagnostic Successful information about successfully completely activities within Templar 5 such as o Sending data o Updating server properties o Successfully logging in and out For each event recorded in the Audit Log by Templar 5 you can perform the following e Delete an event e View the properties of an event Delete a Log Entry There are three ways to Delete a Log Entry e The first way is to click on the log entry you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option e The second way is to highlight the log entry you want to delete by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The third way is to log entry the transmission you want to delete by clicking on it once Then select the Delete Option from the Edit Menu All of these methods will bring up the Templar 5 Confirmation Dialog
132. l Trading Partner you can type in free form notes This is an excellent place to jot down specific requirements such as transmission times or alternate contact names numbers or email addresses Note if you decide to export this Local Trading Partner Profile to send to a Remote Trading Partner remember that the notes field is exported as part of the profile 39 Exporting a Local Trading Partner Exporting Local Trading Partners is a great way to share Trading Partner information with other members of your Trading Community who also use Templar 5 This exported file includes all the trading partner information including the remote certificate Qualifier IDs and EDI email address Once your Trading Partner imports your profile all they need to create is a Trading Partner Agreement to start trading data with you Templar 5 allows you to export a Local Trading Partner in one of two ways e Via Email e AsaFile 40 Export via Email To Export a Local Trading Partner via Email Figure 22 Trading Partners Window with Trading Partner AS lol x File Edit Tools Theme Help Zei fei Ba RES 36 23 T5 Root A Applications Trading Partners 7 Se Trading Partners This is where you setup the trading partners you wish to deal with LY Al LY Di Actions B Help Y Remote Partner f Group ID Name L Te id ss nee A C9363100 Company Office ABC Local H Nei es A D8399218 Department XYZ Local F Local H3349301 Global Headqu
133. lifier ID just click the Button to the right of the Button To specify a different EDI Qualifier ID click on the Button This will bring up the EDI Qualifier IDs Lookup Window 65 Figure 41 EDI Qualifier IDs Lookup EDI Qualifier IDs lookup Find co Look in all columns Qualifier ID AA 39300921 B4 43920113 z9 38448313 El Cancel Help o You can either browse through the list of partners or type in a Trading Partner Name in the Find Field to quickly jump to a specific partner Once you have selected the partner click the OK Button 66 Encryption Certificate encryption certificates govern how data is transmitted between the partners Click the Button to bring up the Certificate Lookup Window O You can either browse through the list of certificates or type in a Certificate Name in the Find Field to quickly jump to a specific certificate Once you have selected the certificate click the OK Button Note you can only choose a certificate that is bound to the Trading Partner Signature Certificate signature certificates guarantee the authority and identity of the sending and receiving parties Click the Button to bring up the Certificate Lookup Window o You can either browse through the list of certificates or type in a Certificate Name in the Find Field to quickly jump to a specific certificate Once you have selected the certificate click th
134. meters can be set for the User Defined Command Job o Enter Parameters enter the command line parameters you would like run against the data Help 144 View Permissions The Templar 5 View Permissions Window provides you an overview of what permissions are currently assigned to your user account See Appendix D for a complete listing of Templar 5 Permissions 145 Templar 5 Server The Templar 5 Client application allows you to specify a number of different Templar 5 Servers in the Templar 5 Server Locations Window In this window you can e Add Templar 5 Server Locations e Delete Templar 5 Server Locations Templar 5 Servers on a different network subnet than the Client will need to be added manually 146 Add a Templar 5 Server To Add a Templar 5 Server e Click on the Add Button This will bring up the Add Server Window Figure 97 Add a Templar 5 Server add server x Server Name Port Number ba 4 Cancel Help e Server Name specify a name for the server either an IP Address or host name e Port Number the port number upon which the Templar 5 server is communication If you are not an administrator you will not be able to add servers Delete a Templar 5 Server To Delete a Templar 5 Server e Click on the Delete Button This will bring up the Templar 5 Confirmation Dialog Box Figure 98 Delete a Templar 5 Server Confirmation Dialog xl 2 Are you sure you wish to delete this item ES
135. methods will bring up the XML Definitions Window 188 Figure 128 Edit Existing XML Definitions Window XML Definition Details x XML Sample File Co se Root XPath fenes Description kom oOo Sender ID fichicstichicsrmessageheaderimessagesenderidentiier Sender Qual PT eS Recip ID fichicstichicsrmessageheadermessagereceiveridentiier Recip Qual CT IC Num PT ae OK Cancel Help e XML Sample File If you need to see the XML nodes in order to edit the definition click on the Button to select a sample XML file located on your hard drive to define the XML structure within Templar 5 e Root XPath Templar 5 will automatically populate this with information from the XML You cannot physically change this e Description This is a description of the XML Definition For example Purchase Orders e Sender ID Click on the Button to open the XML data file The Sender ID is a mandatory field within the XML Definition e Sender Qualifier Click on the Button to open the XML data file The Sender Qualifier is not a mandatory field within the XML Definition e Recipient ID Click on the Button to open the XML data file The Recipient ID is a mandatory field within the XML Definition e Recipient Qualifier Click on the Button to open the XML data file The Recipient Qualifier is not a mandatory field within the XML Definition e IC Num Click on the Button to
136. mory Templar 5 uses The following formula will give you the total amount of memory that Templar 5 will need based on the Services and Parallel Tasking setup Total memory 256MB 64MB for each parallel decrypting thread 32MB for each parallel sending thread This tab is only available in the Templar 5 Enterprise edition 166 Server Data Type Mapping Properties The Data Type Mappings allow Templar 5 to use standardized scripts for database creation and maintenance You supply the correct data types according to the database you are using Each data type uses its own naming system to define types of data in a column For example in Microsoft SQL Server the data type CHAR defines a text data column Check the documentation of your database or your Database Administrator to help you in completing this section Figure 110 Server Properties Data Type Mapping Tab CG 5 x File Edit Tools Theme Help CHE EECH SCHER 23 T5 Root Serice Settings T5 Parallel Tasking Database Setup f Datatype mapping Archive and Delete Clean Up General Services EHA Applications Data Data type mapping fy Tools E Administration The data type mappings allow T5 to use standardised scripts for database creation and maintenance You supply the correct datatypes according to the database you are using Note that with the standard databases these values are fill
137. must match in order to be archived 126 Figure 85 Archive Data set job parameters EG i ioj xj File Edit Tools Theme Help eSEE Has EACAN ar Root Status Applications l Completed f Data gt F Archive and Delete Data a B Delete Data Both Hf Tools EE ff Administration Criteria Date range Start date time e End date time 2002 December d ur on Tul wed Tma Fn Jsa i ee e ay alate ney Older than in days O Tracking range BS Oy AE T2 NNA Start tracking number 15 16 17 18 Ey 20 E End tracking number 22 23 228 25 26 237 29 Archive to folder 29 30 31 User defined archive information 10 43 419 Jan 4 MAE Run archive and delete Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners Start date time the starting date and time of the transmissions to be archived Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time End date time the ending date and time of the transmissions to be archived Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time Older than in days select this radio button to specify any transmissi
138. n 182 XML Definitions sorarrain eii iiia ENEE EE Eden 184 Add a New XML Definition 2 2 ee ee eeceeeeeeneeeeeeeneeeeeeeaeeeeeeeneeeeeeeaaes 184 Edit an Existing XML Definition 0 00 0 ceceeeeeeesneeeeeneeeeeeneeeeteneeeeteae 187 Delete an Existing XML Detten 189 o RE 190 FER USOS oriita geed EAR EEN geed 190 NEE 192 FT P OrcheStrations EE 193 UISGMS ST NE EE E EE A EA eege EE 195 Adong a New Heer sc ctesgeteecescceee cavettactnnceiere teenie Eai Ra a E E REEL Eaa 195 Deleting KRUTEN 198 Giele DEER 199 Appendix A Quick Start Guide 201 Appendix B Templar 5 Services 203 Appendix C Transport Methods 204 Appendix D Permissions 205 Appendix E Encryption Types 206 Appendix F Signature Types 208 Appendix G Templar 5 Directory Structure 209 Appendix H How Trading Works 210 One Time Flat File Transmission ccecceseeseeeeeeseeeeeeteeeeeeeeateees 210 Automatic Flat File Transmission 0 cccceeeesceeeeeneeeeeeeeeeeeeeeneeeeeeeaees 212 Automatic EDI or XML transmission cccccccceccccseeeecsseeeeeeseeeeeeeeueees 213 Introduction Welcome Welcome to Templar 5 the premier application for trading sensitive critical business data with your trading community partners using the Internet Based on the flexible platform independent Java programming language Templar 5 allows you to manage your trading community and send data to members from virtually any operating system And unlike similar produc
139. n Window e The first way is to click on the Actions Button This will bring up the Actions Button Submenu Select the New Option from the submenu e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option e Both of these methods will bring up the New Trading Partner Agreement Window Figure 38 New Trading Partner Agreement New Trading Partner Agreement d x Receive Policy Send Policy Retransmission Policy Remote trading partner Partner ID EDI Qualifier IDs Encryption Certificate Signature Certificate mLocal trading partner Partner ID EDI Qualifier IDs Encryption Certificate Signature Certificate Save Close Help e The New Trading Partner Agreement Window is divided into four main tabs General Receive Policy Send Policy Receipt Policy Retransmission Policy Notes 000000 63 General Tab Figure 39 New Trading Partner Agreement General Tab New Trading Partner Agreement xi Receive Policy f Send Policy Retransmission Policy Remote trading partner Partner ID EDI Qualifier IDs Encryption Certificate Signature Certificate Local trading partner Partner ID EDI Qualifier IDs Encryption Certificate Signature Certificate New Partner Save Close Help The General Tab allows you to enter information that defines the agreement This Tab is divided into two prima
140. ndow 116 Figure 78 Tracking Details Window Tracking Details 7 x Tracking Number 9092 From CI SUPPORT To T5 AS2 Direction Incoming Is Start Date 10 22 03 2 15 02 PM End Date Status Receipt Sent Method Unknown Notes HTTP8947 dat Details Select a line to see more information Date Time Filename Status gt 10 22 03 2 15 34 PM MDN13424 dat Complete gt 10 22 03 2 15 26 PM MDN1 3424 dat Complete 10 22 03 2 15 05 PM proc13417 dat Complete e The Tracking Details Window provides you a number of information data elements about the transmission This data includes o Tracking Number the internal unique tracking number assigned to the transmission by Templar 5 From the Remote Trading Partner from whom the transmission originated To the Local Trading Partner to whom the transmission is intended Direction whether the file was incoming or outgoing Start Date when the transmission was officially started Status the status of the transmission this coincides with the filters Error Completed In Progress o Method the transmission method as specified by the Trading Partner Agreement between the two partners o Notes the original filename o Details details of each file attached to the transmission Details include Date Time the date and time each step occurred Filename the name of the file in each step of the transaction Status the status of the transmission 00000
141. ndow The first way is to click on the Action Button This will bring up the Action Button Submenu Select the Delete Option The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Delete Option The third way is to click on the user you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option All of these of these methods will bring up the Templar 5 Confirmation Window Editing a FTP Orchesiration There are three ways to edit an Existing Orchestration within the Orchestration Window The first way is to click on the Action Button This will bring up the Action Button Submenu Select the Properties Option The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Properties Option The third way is to click on the user you want to edit with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option All of these of these methods will bring up the FTP Orchestration Details Window Once the window is open the Description and Details can be edited using the buttons provided Generic FTP Upload Orchestration Here is a list of the steps most orchestrations for upload will have This is also the orchestration that should be used when sending to a Templar 5 sFTP Server Login TYPE PASV CWD STOU QUIT Gen
142. nfirmation Window e Click on the Yes Button to delete the policy or the No Button to cancel Notes Tab For each Trading Partner Agreement you can type in free form notes This is an excellent place to jot down specific requirements such as transmission times or alternate email addresses URLs or FTP Account information 80 Edit a Trading Partner Agreement There are four ways to edit an existing Trading Partner Agreement The first was is to double click on the Trading Partner Agreement you want to edit The second way is to select the Trading Partner Agreement you want to edit Then click on the Actions Button This will bring up the Actions Button Submenu Select the Properties Option The third way is to select the Trading Partner Agreement you want to edit Then select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Properties Option from the Actions Submenu The fourth way is to click on the Trading Partner Agreement you want to edit with your secondary mouse button This will bring up the Context sensitive menu Select the Properties Option All of these methods will open the Edit Trading Partner Agreement Window where you can edit information for all of the tabs o General o Receive Policy o Send Policy o Retransmission Policy 81 Delete a Trading Partner Agreement There are three ways to edit an existing Trading Partner Agreement e The first way is to select the Trading Par
143. ns to the debug log When checked Templar 5 stores the conversations that occur between mail server and Templar 5 for outgoing SMTP transactions in the debug log Save POP3 conversations to the debug log When checked Templar 5 stores the conversations that occur between mail server and Templar 5 for POP3 transactions in the debug log Save FTP Server conversations to debug log When checked Templar 5 stores the conversations that occur between FTP client and Templar 5 s FTP Server in the debug log Save FTP send FTP pickup conversations to the debug log When checked Templar 5 stores the conversations that occur between FTP server and Templar 5 for FTP transactions in the debug log Save Incoming HTTP Server conversations to debug log When checked Templar 5 stores the conversations that occur between the sending party and Templar 5 s HTTP Listener Server in the debug log Save Outgoing HTTP Server conversations to debug log When checked Templar 5 stores the conversations that occur between Templar 5 and the receiving Web Server in the debug log e Audit Log O Enable Sendmail Integrated Mail Collection diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server via Sendmail Integration in the Audit Log Enable incoming SMTP diagnostic logging When checked Templar 5 stores that a conversation occurred with the mail server for inbound SMTP connections in the Audit Log Enable outgoing
144. o ba Look in all columns j Issued To Issued By Expiratio Type Usage _Status E Metis Solution Metis Solution 1111 04 Local Encryptio Receiv Cancel Help Find type a name of the company to whom the certificate was issued Otherwise you can browse the list of certificates until you find the appropriate one Select the certificate by clicking on it Click the OK Button to confirm the selection The name of the certificate will be automatically added to the Certificate Field o Port Number the port number that the remote Templar 5 trading partner must use when transmitting data via TCP Direct o Max Concurrent Connections specify the number of concurrent connections e the number of Remote Trading Partners that can be transmitting data via TCP Direct at the same time e POP3 Seittings configure how data is transmitted using POP3 o Incoming mail server the name or IP address of the incoming mail server where Templar 5 will look for incoming POP3 messages o Account the username for the incoming mail server o Click the Password Button to specify the password associated with that Account on the Incoming Mail Server This will bring up the Enter Password Window 158 Figure 105 POP3 Settings Account Information xi Password Confirm Password Ok Cancel Password type in the password associated with the Account on the Incoming Mail Server Confirm Password retype the ex
145. of this section Adding a New FTP Orchestration There are two ways to add a New Orchestration within the FTP Orchestration Window e The first way is to click on the Action Button This will bring up the Action Button Submenu Select the New Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option Both of these methods will bring up the FTP Orchestration Details Window Figure 1318 FTP User Orchestration Window FTP Orchestration Details x Code Description a Description Sae Close Help There are 3 things you will need to setup for each new FTP Orchestration e Code This is a unique name for the orchestration Something like the name of the partner or trading partner agreement that the orchestration is best e Description This is a description of what the orchestration is to be used for Some thing like Outbound Files or Download MDNs is best e Details This is where the steps for your Templar 5 to take when making the FTP connection for this orchestration are listed Simply select the step you want and click insert Be sure the steps are listed in the correct order Buttons to delete and move specific steps up and down in the orchestration are also provided 194 Deleting a FTP Orchestration There are three ways to delete an Existing Orchestration within the Orchestration Wi
146. ols Theme Help Paate mme eea ag 23 T5 Root f Services Service Settings zo D I Applications Database Setup Data type mapping Archive and Delete CleanUp Data Hf Tools Parallel Tasking Settings f Administration TS Parallel Tasking TPT allows multiple instances of the transactional E System Log Files services to be run simultaneously This gives an increase in throughput and Server Properties prevents single large files holding up others in the queue You can select the Security Envelopes number of instances of the TPT capable services here The number of instances S Users of each service to run in order to gain best performance is wholly dependent on the individual circumstances of your installation and the power of your server It is best to experiment to find out the best configuration for your system Please note the individual receive services such as TCP Receive automatically parallel task and can accept multiple connections simultaneously j Transmission Service fi File Send Service fi 4 FTP Send Service h 4 E Mail Send Service fi 4 HTTP Send Service h 4 TCP Direct Send Service f TCP With SSL Send Service fi E SSH Send Service It is recommended that you run between 1 and 5 service instances per processor of the services that you are actually using However each additional instance of a service increases the amount of me
147. ons that are older than a certain number of days Tracking range select this radio button to specify transmission tracking numbers o Archive to Folder specify a folder on your hard drive in which to archive the data When you are finished click the Run Archive and Delete Button to run the job immediately or the Cancel Button to cancel the job 127 Delete Data To delete data e Click on the Delete Data Icon in the navigation window This will open the Delete Window into the main area Figure 86 Delete Data Window BECH File Edit Tools Theme Help RBA Bia ee 2 eR ee 23 T5 Root i Status H A Applications See Data LE archive and Delete Data O Errors Delete Data Ka Both a ege i i rCriteria f Administration e Date range Start date time KIK End date time Older than in days fia 4 O Tracking range Run delete Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e You can specify the following parameters to schedule Templar 5 to Delete Data o Status the status of the transmission that you want to delete Options include Completed Errors Both o Criteria the criteria that the transmission must match in order to be deleted 128 Figure 87 Delete Data set parameters 21D xi File Edit Tools Theme Help Swart gt Baie CHE 53 T5 Root
148. ontrol Port the port for the Templar 5 server through which login authentication will be carried out The default port is 8452 e DB Server Port the port of your database server e DB Server Database Name by default the name of this database server is TFive e Transmit Base Directory the base directory from which all transmissions are processed 163 164 Receive Base Directory the base directory into which all received transmissions are processed System Logs Directory a directory for the storage of system logs SCP Location and Name For SSH setup Async MDN Return URL your complete URL that MDNs would be sent to via AS2 Such as http as2 templarsoftware com as2proc datain asp Figure 108 X 509vs Certificate Usage Extensions WARNING Ki Turning this option on disables ALL x 509 Version 3 Certificate Usage Extension Checking This will allow you to import non compliant certificates for use in encryption and signatures Certificates you have already imported will not be affected by this setting Please be sure you understand the implications of this option before you use it Are you sure you wantto enable this option Ce me e Ignore X 509v3 Certificate Usage Extensions by selecting this box you are opting to utilize certificates for purposes that the certificate may not be authorized For example a certificate from a Remote Partner may only be authorized for signature yet you want to use it
149. oot This is a single service at the OS level that governs the entire operation of the Templar 5 Server Although Templar 5 has many internal services that govern the operation of the application these services are all underneath the umbrella of the OS Service For more information about Windows Services consult your Windows Operating System documentation o SMTP Mail Transmission These fields are required e SMTP Relay Server enter the IP Address or the Domain Name of the relay server e DNS Server Address the IP Address of the DNS Server available to the Templar 5 Server This is required if the option to Always Use Relay Server for Sending Mail is not checked e Always use Relay Server for sending mail select this check box to only use your Relay Server to send Templar 5 email o POP3 Mail Reception If you select this the SMTP Mail Reception section need not be filled in e Allow mail collection via POP3 select this box to allow Templar 5 Server to utilize your POP3 server for incoming transmissions from trading partners e POP3 Mail Server the IP address or fully qualified domain name of your POP3 mail server e POP3 Account the POP3 account that will be used to receive transmissions from trading partners e Password the POP3 account password e Confirm Password retype the password for validation purposes o SMTP Mail Reception If you select this the POP3 Mail Reception section need not be filled in e
150. port for ports other than the standard 1433 For Namec connections use servername pipe pipename standard is servername pipe sql query TCP IP gives the best performance and is recon for use with T5 The SQL Server Driver is a Pure Java type 4 driver meaning Server Client software is required on client computers and all platforms are Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Microsoft SQL Server Database Option has the following settings o SQL Server Version the version of Microsoft SQL Server being used as the database Options include 7 0 2000 or above 6 0 or 6 5 o Host String The Host string can be any one of the following For TCP IP connections use Hostname or Hostname port for ports other than the standard 1433 For Named Pipe connections use servername pipe pipename standard is servername pipe sql query TCP IP gives the best performance and is recommended for use with Templar 5 The SQL Server Driver is a Pure Java type 4 driver meaning no SQL Server Client software is required on client computers and all platforms are supported o Database Name the name of the Microsoft SQL Server Database 172 Informix Figure 115 Database Setup Informix CG lol x File Edit Tools Theme Help aaee Eine 2am 2 ow 53 T5 Root f HA Applications Data I Tools Ef Administration General F ices Af Service Settings
151. r ita Certificate Revocation Tracking Inbox Group gt Tracking Outbox Data H Tools f Administration EZ Automatically resize columns to fit screen 2items templar Harkonin 8452 Licensed For 6 Trading Partners These Applications include e Trading Partners o Adding a Local Partner Adding a Remote Partner Importing a Remote Partner Trading Partner Properties Deleting Trading Partners Exporting Trading Partners e Trading Partner Agreements e Certificates and Revoking Certificates 00000 28 In addition to the ways in which you can add and edit trading partners Templar 5 also provides you with three built in Filters to help you quickly locate Trading Partners These filters include e All selecting this filter from the Trading Partners Menu will list all trading partners currently configured in your Templar 5 Application e Local selecting this filter from the Trading Partners Menu will list all of your Local Trading Partners currently configured in your Templar 5 Application e Remote selecting this filter from the Trading Partners Menu will list all of your Remote Trading Partners currently configured in your Templar 5 Application You can select a specific filter by expanding the Applications Icon in the Menu Window and then expanding the Trading Partners icon Click on the name of the filter you want to display
152. r public private key pair There are two ways to create a Self Signed Certificate e The first way is to click on the Actions Button This will bring up the Actions Button Submenu Select the New Option This will bring up the New Submenu Select the Self Signed Certificate Option e The second way is to select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the New Option This will bring up the New Submenu Select the Self Signed Certificate Option Both of these methods will bring up the Create Certificate Window 91 Figure 55 Create Self Signed Certificate Create Certificate x Subject distinguished name senera Contact Address Country UNITED STATES US ei Organization Organizational unit E mail address Effective date range From Dec 20 2002 s To Dec 20 2004 ad Key usage J TA Signature TA Encryption Certificate Version 600 v3 ei Key generation Key length 512 ei OK Cancel Help e There are three main tabs for which you need to specify information o General o Contact o Address e There are also general properties to set for your Certificate o Certificate Alias a unique name for the specific certificate o Effective Date Range use the From Date and To Date to set when your Certificate was issued and when it will expire o Key Usage set the types of activities for which this certificate will be used Signa
153. ransmitted the names of your trading partners and whether or not digital signatures were sent and receipts were received Besides using the Outbox for keeping track of outgoing transactions Figure 133 Out Box Window I T5 E la x File Edit Tools Theme Help KKEEEIEIEZ as T5 Root e Al Applications Tracking Outbox gt ke re Trading Partners From here you can view status of files you have sent to trading partners and track their progress through the system AE Trading Partner Agreements 7 e Si Certificates 9 Actions Hep e Dee iD StartDate End Date Interchange Notes Senger beggen Saus Method YAI gt 9085 10 22 03 2 14 18 10 22 03 2 16 50 000000318 Original File Cop T5 AS2 CISUP Compl Web Int S Errors gt 9081 10 22 03 2 13 59 10 22 03 2 16 46 000000317 Original File Cop T5 AS2 CI SUP Compl Web Int Y Completed ei Ex 9079 10 22 03 2 13 52 10 22 03 2 15 41 000000316 Original File Cop T5 AS2 CISUP Compl Web Int A Tin Progress Ex 9077 10 22 03 2 13 44 10 22 03 2 16 28 000000315 Original File Cop T5 AS2 CI SUP Compl Web Int Lo ep Tracking Outbox E gt 9072 10 22 03 2 13 22 10 22 03 2 16 02 000000314 Original File Cop T5 AS2 CI SUP Compl Web Int YAI gt 9070 10 22 03 2 13 11 10 22 03 2 16 39 000000313 Original File Cop T5 AS2 CI SUP Compl
154. red procedures Please contact Templar Support for additional instructions on implementing the stored procedures 174 IBM DB2 Figure 117 Database Setup IBM DB2 CG EIR File Edit Tools Theme Help Beaks Bw Sea 2 oe 53 T5 Root HA Applications zi D Data SA Tools Ae Administration Systern Log Files vs T f General ices Service Settings i T5 Parallel Tasking Datatype mapping Archive and Delete Cleanup Database Setup JDBC User Name fea Set Password Test Connection z d Security Envelopes LRR Users Database Type IBM DB2 ei F Use Connection Pooling E fio d Host String Ir E Database Name rr O The host string can be either hostname or hostname port for ports other thar standard 6789 This setting uses the thin JDBC Driver which means that clier not have to have DB2 Client Software installed no client configuration is re and all platforms are supported However the DB2 Server MUST be running the JDBC server refer to the db2jstrt command in the DB2 Command Reference Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 IBM DB2 Option has the following settings o Host String The host string can be either hostname or hostname port for ports other than the standard 6789 This setting uses the thin JDBC
155. riety of databases The Database Setup Properties tab provides you the opportunity to select the database to which you want Templar 5 to connect and the appropriate parameters Templar 5 uses your database s native drivers in order to establish a JDBC connection between itself and the external database Before Templar 5 can establish this connection to your database it needs to have access to a copy of the native JDBC driver Each database uses a different JDBC driver set and as such the setup is unique to each operating and database For assistance setting up your Templar 5 with the database JDBC driver please contact technical support For every database you can specify the following e JDBC User Name the username that will be used to access the database through a JDBC connection between Templar and the database e Set Password click on the Set Password Button This will bring up the Enter Password Window Figure 111 Server Properties Database Setup Tab ls File Edit Tools Theme Help RES Bae fem ao e ER General ervices Service Settings A Applications T5 Parallel Tasking Data type mapping Archive and Delete Clean Up Data f Tools Database Setup HA Administration JDBC User Name fea System Log File BR Server Properties i A Security Envelopes Users Database Type T5 Internal Database Fei Set Password Test Connection ba Use Connection Pooling b 4 fio 4 Host Name Harkonin Port Number foo
156. rop down menu to select when the job should recur Options include One Time Daily Monthly Last Day of Month Time enter a time when the job should start The default time is the current time 135 136 o Select Date select a date for the job to begin or recur The default date is today s date Click on the drop down arrow to open the calendar for easy date selection Click the Save Button when finished to schedule the job or the Cancel Button to abort the job Deleting Jobs There are three ways to Delete a Job e The first way is to click on the job you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option e The second way is to highlight the job you want to delete by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The third way is to highlight the job you want to delete by clicking on it once Then select the Delete Option from the Edit Menu All of these methods will bring up the Templar 5 Confirmation Dialog Box Figure 91 Delete Schedule Job Confirmation Dialog xi Are you sure you want to delete this item This action is irreversible e Click the OK Button to confirm the deletion or the Cancel Button to abort Note Deleted jobs cannot be recovered 137 Adding a New Job There are two ways to Add a New Job e The first way is to select t
157. roperties for the Receive Policies of all Trading Partner Agreements The receive policies of individual Trading Partner Agreements can be changed from this default through the Trading Partner Agreement Window gt gt Receive Policy Tab Note this only affects the receive policies of New Trading Partner Agreements o Expected encryption use the drop down menu to choose an encryption type for all receive policies See Appendix G for a definition of these encryption types Encryption options include o Expected Signature use the drop down menu to choose a signature type for all receive policies Signature options include o Send Receipt select the checkbox to specify if a receipt should be sent for every received transmission 149 150 e Send Policy Defaults the default properties for the Send Policies of all Trading Partner Agreements The receive policies of individual Trading Partner Agreements can be changed from this default through the Trading Partner Agreement Window gt gt Send Policy Tab Note this only affects the send policies of New Trading Partner Agreements Security Envelope select a security envelope using the drop down menu o Active Transport set how the receipt will be transmitted back to the transmitting party Use the drop down menu to select a transport Options include Email AS1 File Transfer TCP Direct Web Interface AS2 FTP AS3 TCP with SSL SSH o MIME Message Size KB the maximum siz
158. rties Templar 5 provides you with an embedded sFTP Server This tab allows you to configure its basic settings Figure 146 Server Properties FTP Server Tab 15 T5 E le xi File Edit Tools Theme Help 8 5 Cal at az Se Ge aa a e 5 T5 Root Database Setup Datatype mapping Archive and Delete CleanUp Logging FTP Server A Applications General Services Service Settings I T5 Parallel Tasking e D Data gt amp Tools Changes made here require a server restart amp Administration EI System Log Files Server Properties Listen Port 21s amp Security Envelopes Base FTP Directory CT FiveServerreceivelpickugt X XML Definitions FTP External IP Address For Passive FTP S Users Passive Port Pool 6021 5022 5023 5024 5025 5026 Maximum Simultaneous Connections 5 E save cance Hep qa J Trinity J 8452 Licensed For 102 Trading Partners e Listen Port The port number which you want Templar 5 s Server to use for listening for inbound FTP connections e Base FTP Directory The base directory you wish to use for files received via FTP and for files you partners need to pick up via FTP e External IP Address for Passive FTP The IP address that your partners will be connecting to for FTP When inbound connections are made using a passive connection this IP will be provided to the requesting FT
159. rtificates Digital IDs Public and Private Keys Export a Certificate Templar 5 allows you to Export a Certificate in four different ways Certificate to a File Certificate via e mail Certificate to a File Templar 4 0 Compatible Certificate via e mail Templar 4 0 Compatible Export a Certificate to a File There are four ways to Export a Certificate to a File from the Certificate Window First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Export Option This will bring up the Export Submenu Select the Certificate to a File Option Second click on the Edit Menu and select the Export Option This will bring up the Export Submenu Select the Certificate to a File Option Third click on the Certificate you want to export with your secondary mouse button This will bring up the Context Sensitive Menu From the Context Sensitive Menu select the Export Option This will bring up the Export Submenu Select the Certificate to a File Option Fourth double click on the Certificate you want to export This will open the Certificate into the Certificate Details Window o Click on the Export Button This will bring up the Templar 5 Confirmation Dialog To export just the Certificate click on the No Button All of these methods will bring up the Save Window 102 Figure 67 Export a Certificate to a File save file window x Look in All Users __ Applicat
160. rtner e Click the Unbind Button This will immediately remove the certificate from the Local Trading Partner profile and place it below in the unassigned group 37 New Local Trading Partner Contact Information Tab Local Trading Partner Contact Information is simply the information for this Local Partner Figure 20 New Local Trading Partner Details Contact Information Tab Edit Local Trading Partner Details x General EDI Qualifiers 1D Certificates f Contactinformation Notes E Mail Address Address Export Ok Cancel Help The New Local Trading Partner Details Window gt gt Contact Information Tab has a number of fields into which you may enter information about this Local Trading Partner None of the fields are required These fields include e Name tThe name of the Local Trading Partner This should be the primary person who is responsible for dealing with Templar 5 on the receiving end Title The title of that person Phone The Local Trading Partners main contact phone number Fax The Local Trading Partner s main contact fax number Email Address The Local Trading Partner s main email address Address tThe Local Trading Partners mailing address 38 New Local Trading Partner Notes Figure 21 New Local Trading Partner Details Notes Tab Edit Local Trading Partner Details E x General EDI Qualifier ID Certificates Contact Information Export OK Cancel Help For each Loca
161. rver Setup Wizard This will install T5 5 Server on your computer it is recommended that you close all other applications before continuing Click Next to continue or Cancel to exit Setup 14 e Before you can install Templar 5 you must agree to the Templar 5 License Agreement After reading click on the Accept the Agreement Option to and then click Next to continue the Cancel Button to abort the installation or the Back Button to return to the previous screen Figure 2 Templar 5 Installation Licensing Agreement Setup T5 5 Server 5 5 1 License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation This Master Software License Agreement effective by the installation of this software by and between you Customer and Classified Information Inc OCIDO a Delaware corporation with offices at 810 Los Vallecitos Blvd Suite 203 San Marcos CA 92069 sets forth the terms and conditions OTerms and ConditionsO for the licensing of CIOs proprietary computer software products OSoftwareO and related documentation ODocumentationO Each individual license granted hereunder will be defined in a Software Schedule The terms of each Software Schedule taken together with these Terms and Conditions shall constitute a separate agreement OAgreemen
162. ry areas plus an alias e Remote Trading Partner e Local Trading Partner The Trading Partner Agreement Alias gives you a place to give the Trading Partner Agreement an unique name that describes the trading partner agreement This information is displayed on the main Trading Partner Agreement sscreen Both areas have the same fields to enter complimentary information about each trading partner e Partner ID click the Button to bring up the Trading Partner Lookup Window 64 Figure 40 Trading Partner Lookup Trading Partner Lookup i x Find Go ba Look in all columns mj Partner Group ID Name ____ Type amp CU229012 Customer 789 Remote amp 09384301 Division in Field 123 Remote P9911232 Partner 123 Remote amp v2234801 Vendor QRS Remote Cancel Help o You can either browse through the list of partners or type in a Trading Partner Name in the Find Field to quickly jump to a specific partner Once you have selected the partner click the OK Button e f you do not have a partner to enter you can click the New Partner Button to create a New Local Partner or New Remote Partner e You can also edit the partner you have chosen by clicking the Properties Button This will allow you to Edit the Local Partner or Edit the Remote Partner e EDI Qualifier IDs this field will be automatically populated with the first Qualifier ID pair listed in the Trading Partners Profile To choose Any Listed Qua
163. s NIST required the algorithm to accept 128 192 and 256 bit keys Twofish is fast on both 32 bit and 8 bit CPUs smart cards embedded chips and the like and in hardware And it s flexible it can be used in network applications where keys are changed frequently and in applications where there is little or no RAM and ROM available IDEA IDEA is a block cipher which uses a 128 bit length key to encrypt successive 64 bit blocks of plaintext The procedure is quite complicated using subkeys generated from the key to carry out a series of modular arithmetic and XOR operations on segments of the 64 bit plaintext block The encryption scheme uses a total of fifty two 16 bit subkeys These are generated from the 128 bit subkey as follows e The 128 bit key is split into eight 16 bit keys which are the first eight subkeys e The digits of the 128 bit key are shifted 25 bits to the left to make a new key which is split into the next eight 16 bit subkeys Please see the MediaCrypt website at htto www mediacrypt com for information about licensing this algorithm for commercial purposes Appendix F Signature Types MD5 MD5 was developed by Rivest in 1991 It is basically MD4 with safety belts and while it is slightly slower than MD4 it is more secure The algorithm consists of four distinct rounds which has a slightly different design from that of MD4 Message digest size as well as padding requirements remain the same Den Boer and
164. s box to use keys as signature keys o Encryption select this box to use keys for encrypting data o Certificate Version use the drop down box to set a default Certificate Version type Options include X 509v3 X 509v1 151 152 Key Generation the default method by which keys are generated in Self Signed Certificates o Algorithm use the drop down menu to select a default algorithm Options include RSA DSA o Key Length use the drop down menu to select a default key length size Options include 512K RS nn nn N A A Regenerated Certificate effective date when the regenerated certificate is effective o Day of Regeneration based upon the Certificate Validation Rules set above check this radio button to make the regenerated certificate effective on the day it regenerates o blank days after regeneration enter a number in the field and select this radio button to make the certificate effective a specific number of days after regeneration System Log Files Much like the Event Viewer in Microsoft Windows NT and 2000 the System Log Files are a repository of all activity encountered during the start up of Templar 5 For each System Log File you can accomplish the following e View the Log File e Delete the Log File View a Log File There are three ways to View a Log File e The first way is to click on the log file you want to view with your secondary mouse button This will bring up the Cont
165. sary to implement five stored procedures Please contact Templar Support for additional instructions on implementing the stored procedures 173 Sybase Figure 116 Database Setup Sybase ENG O x File Edit Tools Theme Help Zeep Bw Se 39 53 T5 Root f 7 f cener AF wes Service Settings HA Applications T5 Parallel Tasking Datatype mapping Archive and Delete CleanUp zi D Data af Tools Database Setup Ekg Administration JDBC User Name fea Set Password Test Connection E System Log Files fa Server Properties d Security Envelopes LRR Users Database Type Sybase ei 5 Use Connection Pooling 4 fio Host String localhost Database Name We The host string can be either hostname or hostname port for ports other thar standard 2025 Save Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e The Templar 5 Sybase Option has the following settings o Host String The host string can be either hostname or hostname port for ports other than the standard 2025 o Database Name the name of the Sybase database o Database Properties File set this to Sybase e Sybase databases version 12 5 and earlier have a limitation to them that does not support derived tables In order to accommodate the limitation it is necessary to implement five sto
166. seaeeseaeeeseaeeseaeeseeaeesseeeseneesaas 98 G General Client Preferences ccccccecceeeeeeeceeeeeeeeeeceaeeeeaaeeceaeeeeaeeeseaeeseaeeeseaeeseaeeeseaeeseeeeseeeseaees 145 General Server Properties ccccccceeeeeeeneeceneeeeeeeeseaeeeeaeeeseaeeseaeeeseaeeeeaeeeseaeeseaeesseaeessieeesseessaees 152 Getting Started DEE 18 H Hardware Ee CECR 9 IBM EE 172 ELSE 206 Importing a Remote Trading Partner 54 Importing be unten lt ivisotc3vdewssecneveteseceediscgeseeaavg a a cata sande a a Ea RES 92 intiarda ale A EE ree er T A T E T A T E E rer eee prrereree 170 Miermediate AUOT O S so oeae EA TA AE ONO O ART 79 L Local E a a E E O E ER a T ATOA 95 Local Trading Partner OVerview cccccceseeeeeeeeeeeeeseaeeeseaeeseeeeesaaeeseaeeesaeeseaeeseeeeseaeesseneeseaeeseas 27 Local Trading SE 27 M MARS wt italien oan lai os Ha a a en dd ee a ee aie 205 Microsoft E 169 Migrating from an Older Version of Templar cc ccccccceseeeeeeeeeeeeeeseeeeeeeeeeseaeeseeeeseaeeseneeeeeneess 209 Migrating Templar Sv EE 209 Monitor Templar 5 Gervices A 129 N Navigating Trading Partner Agreement 59 New Local Tradig Partner EDI Qualifier ID Tab 30 New Local Trading Partner Certificates Tab 32 New Local Trading Partner Contact Information Tab 35 New Local Trading Partner Notes ccessecceeeeseeeeeeseeneeeenseneesessensesessaesesesseeseseeseeaeseeseeneneenaes 36 New Remote Partner Certificates Tab 50 New R
167. sition Header of the outbound transaction Monitor Directory specify the Trading Partner Agreement directory in which non EDI data will be placed Anything placed in this directory will be picked up wrapped in an EDI header and footer and sent as an X12 document automatically by Templar 5 File Pickup Mask Templar 5 will only pick up files from the monitor directory that have filenames that correspond to the masks listed here Multiple file masks for pick up can be specified by separating them with a comma i e dat edi Custom MIME Header Templar 5 will allow you to include additional custom MIME headers in your outbound transactions when this option is checked Once Enabled click the Edit button to Add Remove or Change the custom MIME headers that are included on outbound transactions for that Trading Partner Agreement Send Transport the Send Transport section of the Send Policy Tab allows you to specify how data will be transmitted o Active Transport use the drop down menu to specify how the data will be sent to the Remote Trading Partner Email AS1 File Transfer TCP Direct Web Interface AS2 FTP AS3 TCP with SSL SSH o Each type of Active Transport requires its own parameters Email AS1 MIME Message Size KB specify a size for the message via email If the encrypted file is larger than the size specified Templar 5 will split it into pieces of the size specified here and send them separately The re
168. ssion select the No Option For several permissions there is a Read Only Option that will allow the user to see the respective windows but not make any changes to the content Click the Save Button when finished to commit the changes to the User s settings 201 Appendix A Quick Start Guide After Templar 5 is installed there are a few steps you will need to take before you can trade data with your partner Below is a list of the steps that are required before you can begin trading data Step 1 Database Setup If you are running an Enterprise version of Templar 5 and want to use an external database it should be setup before anything else See the Database Setup Section for more information about utilizing an external database Step 2 General and Logging Setup Once you have the database setup you should specify the default receive location server certificates and logging settings you want Templar 5 to use See the General Properties and Logging Properties Sections for more information about the logging and configuration Step 3 Create or Import a Local Certificate Certificates verify identity This certificate will be used with your Trading Partners to let them know that you are who you are See the Certificates Section for more information about creating or importing a Local Certificate Step 4 Create Your Local Trading Partner Information Once you have a certificate created you need to create information about yourself th
169. ssion Information Tab o User Name the user name o Full Name the full name of the user o Description a textual description of the user i e their title o Set Password click the Set Password button to specify the New User s password This will bring up the Enter Password Window o Permissions identify which features of Templar 5 the user has To enable a permission for this user select the Yes Option To disable permission select the No Option For several permissions there is a Read Only Option that will allow the user to see the respective Windows but not make any changes to the content Figure 13350 Adding a New User Settings User Name CO Full Name PO Description Set Password f Permissions Settings T Allow multiple simultaneous logins Reset Lock Out Automatic Logout ba Enable automatic logout E Password Settings Force user to change password at next login TA Password never expires Bo 4 Allow blank passwords Close Help 197 Settings Information Tab O Allow multiple simultaneous logins when checked the user account can be logged into multiple Templar 5 Clients at once Reset Lock Out if a users account is not allowed multiple simultaneous logins and their machine crashes Templar 5 will not allow them to log back in until an administrator comes in and clicks this option to reset their logout Enable Automatic Logout when checked the user will log out automatically
170. ssssesssessieesiesrererrteriterrterrtsrtsrenerrnsrrnsre 23 Setting the Templar 5 Theme 23 Templar 5 Windows ieira ea AE S E E A E 24 Trading Faries ocara e a a aAa a A a Aa a a E a 27 Local Trading Partners 29 OVENI Ws Seek cise tek serie seers EE metal e 29 Adding a Local Trading Partner 29 Exporting a Local Trading Partner 39 Editing a Local Trading Partner 46 Deleting a Local Trading Partner 47 Remote Trading Partners 48 Remote Trading Partners Overview cccccccceeseeeeeeeeteseeseneeeeaes 48 Adding a Remote Trading Partner 48 Importing a Remote Trading Partner 56 Editing a Remote Trading Partner 58 Deleting a Remote Trading Partner 59 Trading Partner Aoreements A 60 Navigating Trading Partner Agreement cccceeeceeeeeeeneeeeeteneeeeeeenees 61 Adding a Trading Partner Agreement 62 General Tabi a Egeter 63 Hecetve POGI cecccceeeeseceeeeesenceesessecenseseneeseeseneeseesaneesessaneeteneanes 67 lee e 70 Receipt Policy onea a a a A 75 Retransmission Policy 78 Notes tab se e fost eet a a a a a oh at dota a e 79 Edit a Trading Partner Agreement 80 Delete a Trading Partner Agreement 81 d e 82 Intermediate Authorities AA 82 Trusted Root CA 82 Creating a New Certificate cccececceeecceeseeeeeeneeeeeaeeseaeeeeeeeseaeeesneeessaees 83 Creating a Certificate Request ccccceeeeeeeeeeeseeeeeeeeeeeeaeeteteeeteaeeee 83 Creating A Self Signed Certificate
171. sun com 2002 12 20 14 59 13 Java installation directory C Program Files Javasoft JRE1 3 1 3 2002 12 20 14 59 13 Java class format version number 47 0 2002 12 20 14 59 13 Java class path patches zip TS jar 2002 12 20 14 59 13 Operating system name Windows 2000 2002 12 20 14 59 13 Operating system architecture x86 2002 12 20 14 59 13 Operating system version 5 1 2002 12 20 14 59 13 Installed security providers providers 4 Copy to Clipboard Close Help e The Log File Viewer Window displays all of the events associated with the startup of the Templar 5 system e You can copy the entire file to the clipboard for inclusion in another document such as a status report by clicking on the Copy to Clipboard Button 153 Delete a Log File There are three ways to Delete a Log File e The first way is to click on the log file you want to delete with your secondary mouse button This will bring up the Context Sensitive menu Select the Delete Option e The second way is to highlight the log file you want to delete by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The third way is to highlight the log file you want to delete by clicking on it once Then select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Delete Option All of these methods will bring up the Templar 5 Confirmation Dialog Box
172. t Override gt AUTACK NRR Unsigned MDN MDN Signed with MD5 MDN Signed with SHA MDN Signed with SHA 1 o Active Transport once a receipt type has been chosen other than None you can set how the receipt will be transmitted back to the transmitting party Use the drop down menu to select a transport Options include Email AS1 e MIME Message Size KB specify a size for the receipt email if receipt should exceed sizing limits specified it will be split into multiple emails e Recipient the email address Templar 5 will send the receipt to e Sender the email address Templar 5 will send from e Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an error e Retry Delay how many seconds Templar 5 should wait before trying the connection in the event of connection failure before producing an error File Transfer e Destination Folder the folder where the receipt will be placed e Run Command a script to be executed on receipt file once it has been saved TCP Direct e Host Name the name of the remote Trading Partners TCP host to which the receipt will be sent IP address or DNS name is acceptable e Port Number the port number on remote Trading Partners TCP server through which the connection will be made e Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an
173. t you only export a Digital ID for backup purposes You should never provide your Private Key to a Trading Partner o To continue with the export click the OK Button This will bring up the Export Digital ID Window o To abort the export click the Cancel Button 106 Figure 70 Export Digital ID Export Digital ID x Filename oe Challenge Phrase Confirm Export complete Certificate Chain TA Use enhanced Security OK Cancel e Filename choose a filename for the Digital ID If you want to save the file to a specific location on your hard drive click the Button This will bring up Templar 5 s default Save Window where you can find a location and specify a file name e Challenge Phrase type in a phrase or string of characters that must be re entered when this Digital ID is imported into Templar 5 that verifies the identity of the person importing the ID e Confirm retype the Challenge Phrase e Export complete certificate chain check this box to export the entire certificate chain e Use enhanced security check this box to use enhanced security 107 Viewing a Certificate From the Certificate Window you can view the details about a Certificate There are three ways to view the Certificate Details for a certificate that you have highlighted by clicking on it e First click on the Actions Button This will bring up the Actions Button Submenu From the Actions Button Submenu select the Properties
174. tO and shall be considered independent of any zi nathar anraamante bebuazeern the nartias that incornorcta thaca Tarmoa and Coneitinns Ido not accept the agreement Back Next gt Cancel 15 e The next step in the installation process is to fill in the licensing information for installation o Company Name the name of the company with which you registered This name is tied into the license and must match exactly including capitalization and punctuation with what you provided Classified Information Inc o Serial Number the 32 digit license provided to you by Classified Information Inc when you purchased your software This license will be located on your Templar 5 CD ROM under the license folder You may also request a copy of your license be sent via email from your sales executive o Subscription if you are installing an Evaluation Version of Templar 5 you will need to enter the 32 digit subscription number If you are not installing an evaluation version this field must be left blank Figure 3 Templar 5 Installation Registration Setup T5 5 Server 5 5 1 loj x License information Please enter your license information below If you do not have a serial number please contact your sales representative Company Name Serial Number Subscription optional 16 Templar 5 Server and Desktop Installation After entering the license information the Installer will check to see if Ja
175. tc This information can get quite large Because of that Templar 5 allows you to run jobs to remove data from these lists The types of jobs that you can schedule are e Archive e Delete 125 Archive Data To archive data e Click on the Archive and Delete Data Icon in the navigation window This will open the Archive and Delete Window into the main area Figure 84 Archive Data Window AG lgx File Edit Tools Theme Help mz Fi eA a oe TS Root Status Applications e Ba Trading Partners O completed nar e Trading Partner Agreements O Errors H Certificates Both Certificate Revocation le Tracking Inbox Criteria GH gt Tracking Outbox Data _ pi Date range HE Archive and Delete Data Start date fame Bk Delete Data f Tools End date time Le SA Administration oder than in days fia 4 O Tracking range Start tracking number E End tracking number E Archive to folder O User defined archive information Run archive and delete Cancel Help templar Harkonin 8452 Licensed For 6 Trading Partners e You can specify the following parameters to schedule Templar 5 to Archive and Delete Data o Status the status of the transmission that you want to archive Options include Completed Errors Both o Criteria the criteria that the transmission
176. te e the usage of the key encryption only signature only or both encryption and signature applies to X 509 v3 certificates Templar 5 utilizes certificates to provide for digital encryption and digital signatures of transmitted data Through public private key technologies these certificates ensure the validity of the data and the identity of the sender Templar 5 also supports X 509 v1 certificates which are open to all extensions Public key encryption uses a pair of keys for encryption and decryption One key is called a public key and the other is called a private key The public key is part of the certificate and is distributed to your trading partners The private key is never distributed and is a secret You and each of your trading partners need your own key pair Templar 5 allows you several options when utilizing certificates and attaching them to your partners and agreements These options include e Creating a New Certificate o Self Signed o A certificate request for submission to a trusted authority e Importing an Existing Certificate for a remote partner e Importing a Local ID for a local partner Intermediate Authorities Templar 5 comes with several Certificates for Intermediate Authorities already installed in your system These certificates are intended to provide validation for other certificates in a Certificate Chain Trusted Root CA Templar 5 comes with several Certificates for Trust Root Certificate Author
177. ters function allows you to schedule a job to automatically clean up the database remove records that match your parameters This should be run after a archive or delete Figure 94 Clean up Database Parameters xi Status O Completed O Errors Both Criteria Ka Date range Start date time Dec 20 200213 44 Le End date time Dec 20 2002 13 44 us older than 4 E f 3 Tracking range Cancel e The following parameters can be set for the Clean Up Database Job o Status select what type of data will be cleaned according to Status Message Options include Completed Errors Both o Start date time the starting date and time of the data to be cleaned Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o End date time the ending date and time of the data to be cleaned Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o Older than in days select this radio button to specify any transmissions that are older than a certain number of days o Tracking range select this radio button to specify data tracking numbers Once selected you can specify Click the OK Button when you are satisfied with the Job Parameters 141 Delete D
178. tion Dialog Box Figure 28 Delete a Local Trading Partner Confirmation 2 Are you sure you want to delete this item This action is irreversible e m o To delete the Local Trading Partner click the Yes Button o To cancel the deletion click the No Button Note deletion of a trading partner is irreversible 48 Remote Trading Partners Remote Trading Partners Overview Remote Trading Partners are members outside your organization these are the companies vendors partners etc with whom you actually trade data Adding a Remote Trading Partner Adding a Remote Trading Partner You can add a new Remote Trading Partner in one of two ways e From the Edit Main Menu select the Actions option From the Actions Submenu select the New option From the New Submenu select the Remote Partner option e After selecting a Filter from the Trading Partners Icon in the Menu Window click on the Actions Button displayed at the top of the Main Window From the Action Button menu select the New option From the New Submenu select the Remote Partner option Through either method the New Remote Trading Partner Details Window is displayed 49 Figure 29 Remote Trading Partners New Remote Trading Partner Details Partner ID Partner Name EDI Email Address Import Save Close Help This window has five tabs for which you can enter Remote Trading Partner information General EDI Qualifier ID Cert
179. tion from the Edit Menu Viewing Transmissions There are three ways to View a Transmission The first way is to click on the transmission you want to view with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option The second way is to highlight the transmission you want to view by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option The third way is to highlight the transmission you want to view by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring up the Tracking Details Window 122 Figure 82 Tracking Details Window Tracking Details E x Tracking Number 9085 From T5 AS2 To CI SUPPORT Direction Outgoing Start Date 10 22 03 2 14 18 PM End Date 10 22 03 2 16 50 PM Status Complete Method Web Interface Notes Sriginal File Copy 6 of shermag_test_file tt Details Select a line to see more information Date Time Filename Status 10 22 03 2 16 50 PM proc13445 dat Complete gt 10 22 03 2 14 59 PM trans13411 dat Complete gt 10 22 03 2 14 36 PM trans13411 dat Complete e The Tracking Details Window provides you a number of information data elements about the transmission This data includes o Tracking Number the internal unique tracking number assigned to the transmission by Templar 5 From the Local Trading
180. tner Agreement you want to edit Then click on the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The second way is to select the Trading Partner Agreement you want to edit Then select the Actions Option from the Edit Menu This will bring up the Actions Submenu Select the Delete Option from the Actions Submenu e The third way is to click on the Trading Partner Agreement you want to edit with your secondary mouse button This will bring up the Context sensitive menu Select the Delete Option e All of these methods will bring up the Templar 5 Confirmation Dialog Box Figure 46 Delete Trading Partner Confirmation Dialog Are you sure you want to delete this item This action is irreversible o Select the Yes Button to delete the Agreement o Select the No Button to cancel Note Deleting a Trading Partner Agreement is irreversible 82 Certificates A certificate is a digital document that verifies that a public key belongs to a given organization X 509 certificates make it possible for Templar 5 to provide encryption decryption of data authentication non repudiation of origin and non repudiation of receipt A certificate includes e the public key of the subject e the subject s distinguished name information e the certificate issuer s distinguished name information e the digital signature of the certificate issuer a serial number an effective date and expiration da
181. tner Agreements HE Certificates Y All NY Local NI Remote WY Intermediate Authorities LY Trusted Root CA KI Certificate Revocation H Tracking Inbox H Tracking Outbox 44 Data H Tools H Administration ll x Trading Partners This is where you setup the trading partners you wish to deal with Actions Help Partner Group ID Name Type c9363100 Company Office ABC Local D8399218 Department XYZ Local 4 H3349301 Global Headquarters Local 5 Automatically resize columns to fit screen 3 items templar MUADDEEB 8452 Licensed For 6 Trading Partners To export a Local Trading Partner you must first open the Local Trading Partner you want to export You can do this in one of three ways o The first way is to double click on the Local Trading Partner o The second way is to highlight the Local Trading Partner and select the Actions Button which will open the Actions Submenu From the Actions Submenu select the Properties Option o The third way is to click on the Local Trading Partner you want to export with your secondary mouse button This will bring up the Context Sensitive Menu Select the Properties Option All of these methods will open the Edit Local Trading Partner Details Window Figure 26 Export Local Trading Partner via File Edit Local Trading Partner Details o xj EDI Qualifier 1
182. to Edit a Local Trading Partner o The first way is to double click on the Local Trading Partner o The second way is to highlight the Local Trading Partner by clicking on it Then click the Actions Button This will bring up the Actions Button Menu e Select the Properties Option from the Actions Button Menu o The third way is to click on the Local Trading Partner with your secondary mouse button This will bring up the Context Sensitive Menu e Select the Properties Option from the Context Sensitive Menu e All of these options will bring up the Edit Local Trading Partner Details Window Editing a Local Trading Partner is simply changing information you entered when you created a New Local Trading Partner The information you can change includes General EDI Qualifier ID Certificates Contact Information Notes 47 Deleting a Local Trading Partner Deleting a Local Trading Partner At any time you can Delete a Local Trading Partner e There are two ways to Delete a Local Trading Partner o The first way is to highlight the Local Trading Partner by clicking on it Then click the Actions Button This will bring up the Actions Button Menu Select the Delete Option from the Actions Button Menu o The second way is to click on the Local Trading Partner with your secondary mouse button This will bring up the Context Sensitive Menu Select the Delete Option from the Context Sensitive Menu e Both methods will bring up the Templar 5 Confirma
183. to connect into the Templar 5 Server from other machines within the same network o Templar 5 Server Templar 5 Server is the housing for all services required to move record edit and secure data o Templar 5 Client Templar 5 Client connects to a Templar 5 Server to allow a user to monitor view edit and send data Desktop The Desktop version of Templar 5 is scaled down for small companies which move very little data as compared to a Templar 5 Enterprise user which may move data between many trading partners This version of Templar 5 contains the same data transfer and receiving functionality but is limited by its reliance on a Java database a limit of 15 Trading Partners the absence of the Transactional Server backend and the inability for other Templar 5 clients to connect outside of the machine on which the desktop version is installed Installation and Setup Operating System Requirements The installation of your Templar 5 system depends largely upon your operating system Templar 5 Enterprise Templar 5 Desktop 10 Client Desktop Windows 2000 XP 2003 Linux Kernel 2 2 or Higher Solaris 2 6 or Higher HP UX 11 or Higher AIX 5 0 or Higher Mac OS X 10 1 or Higher Windows 95 98 ME 2000 XP 2003 Linux Kernel 2 2 or Higher Solaris 2 6 or Higher HP UX 11 or Higher AIX 5 0 or Higher Mac OS X 10 1 or Higher Windows 2000 XP 2003 Linux Kernel 2 2 or Higher
184. trong freely available encryption algorithm is required MARS MARS is a 128 bit block cipher meaning that data is encrypted and decrypted in 128 bit chunks The key length can vary from 128 to over 400 bits but for the purposes of the AES it is defined to be either 128 192 or 256 bits This block size and variable key length is standard among all AES candidates and was one of the major design requirements specified by NIST The main cryptographic core uses 16 rounds or iterations to encrypt and decrypt data This inner core is wrapped by a layer of mixing 207 208 rounds using an entirely different structure This is the second structure that was mentioned above These wrappers don t actually perform encryption or decryption but merely mix up the input data and prepare to feed it to the cryptographic core Eight mixing rounds are executed before the input data is fed to the main algorithm and eight more mixing rounds are performed on the resulting ciphertext to complete the process It is possible to turn off these mixing rounds and pass the plaintext directly through the cryptographic core but this is not advisable because it would significantly weaken the security of MARS Rijindael Rjindael 256 The block cipher Rijndael was designed by Joan Daemen and Vincent Rijmen as a candidate for the Advanced Encryption Standard It is one of the five finalists chosen by NIST from a field of 15 candidates as explained above The design of
185. ts Templar 5 is not restricted to just EDI or XML The power and flexibility of the Templar 5 system allows you to trade any information you wish EDI data Excel Files ZIP files flat files with the utmost security What is Templar 5 Templar 5 is a messaging system of software services and network services that provides secure and reliable transmission of documents over TCP IP for a complete list of transport protocols see Appendix C At each end of an exchange Templar 5 applies the security policies upon which you and your trading partners have agreed Templar 5 resides on your system between the EDI XML translator and the protocol that Templar 5 will use to securely transmit the data Templar 5 tracks messages at the EDI XML interchange level by assigning a temporary interchange number during transmission and provides an audit log that informs you of all processes incoming and outgoing documents There are two different versions of Templar 5 for your data trading needs These include Enterprise The Enterprise version of Templar 5 is a bundled package of the Templar 5 Server and the Templar 5 Client Through the Transactional Server backend Templar 5 Enterprise moves data quicker and faster by providing more pipes through which to transfer and receive data Templar 5 Enterprise also offers the option of utilizing other databases such as MS SQL or Oracle Finally Templar 5 Enterprise allows Templar 5 Client installations
186. tton This will bring up the Templar 5 Confirmation Dialog To export just the Certificate click on the No Button e All of these methods will bring up the Send Certificate via Email Window 103 Figure 68 Export a Certificate via Email specify email address Send certificate via e mail xj Enter the e mail address to send this certificate to MHA TTT Enter any additional information to put in the body ofthe e mail OK Cancel Help e There are two fields for which you can enter information to send the Certificate information via email o Email Address this field is required You must specify an Email address to which to send the Certificate This is not the same Email address that someone might use to receive data from Templar 5 o Additional Information you can use this field to enter a message to the recipient such as what the Certificate is and who it is from e When you are satisfied with the email address and any additional information press the OK Button to send the email If there are no errors in sending the email will be processed immediately 104 Templar 4 0 Compatibility In recognizing that some of your trading partners may be working with older versions of the Templar Software Templar 5 allows you to export certificates that are compatible with those older versions There are four ways to Export a Certificate via Email or File that is compatible with Templar 4 0 from the Certificate Window e First
187. tup Destination Folder the folder in the SSH directory into which the receipt will be saved Port Number the port number on the remote Trading Partner s SSH server through which the connection will be made You can click on the Use Standard Port Button to set the port to 22 Retransmission Policy Figure 44 New Trading Partner Agreement Retransmission Policy Tab New Trading Partner Agreement X General Receive Policy Send Policy f Retransmission Policy __ Time Action Command E 1 Send E mail officeedibackup remotecompa gs5 Retransmit The retransmission policy is applicable only if there is an Expected receipt on the send policy tab pave vUluse Help The Retransmission Policy Tab allows you to set parameters for how EDI data will be retransmitted in the event of a transmission failure or interruption e Click on the Add Button This will bring up the Retransmission Details Window 79 Figure 45 Retransmission Policy Details Retransmission Details x Elapsed time On minutes 4 Action Retransmit Pei Retransmit Send E mail Retransmit and Send E mail Complete With Error Complete With Error and Send E mail e Elapsed Time in minutes for each policy you can set how long Templar 5 will wait before retransmitting data e Action you can specify an action that Templar 5will take once the elapsed time is over Actions include o Retransmit resends the MIME fil
188. ture check this box to allow this certificate s keys to be used as a digital signature Encryption check this box to allow this certificate s keys to be used in encryption Certificate Version use the drop down box to select a version of certificate Options include e X 509v3 a certificate with additional security extensions such as basic constraints key usage and subjectAltName e X 509v1 a certificate without security extensions Key Generation the size of the public private key pairs that will be used to encrypt messages using this certificate 92 Figure 56 Create Self Signed Certificate General Tab Create Certificate xj Subject distinguished name General contact Address Country UNITED STATES US ei Organization Organizational unit E mail address Effective date range From Dec 20 2002 ei To Dec20 2004 Le Key usage W signature A Encryption Certificate Version 509v3 PA Key generation Key length 512 OK Cancel Help e The General Tab provides basic information about the company to which the certificate will be assigned o Country use the drop down menu to select the country in which your business resides o Organization the name of your company Organizational Unit the division to which the certificate will be assigned o Email address the email address of the requesting party O 93 Figure 57 Create Self Si
189. two character value The qualifier indicates the type of ID established for the trading partner The second part is the identifier for the Trading Partner such as a telephone number or DUNS number This tab is where you add edit and delete the Local Trading partner s qualifier IDs Figure 14 New Local Trading Partner Details EDI Qualifier ID Tab New Local Trading Partner Details f General f ED Qualifier ID Certificates f Contact Information Notes Qualifier ID Add Export Save Close Help Exi 33 To Add a New EDI Qualifier and ID e Click on the New button This will bring up the EDI Qualifier and ID Window Figure 15 EDI Qualifier and ID Window Qualifier 45 ID fi emplar OK Cancel Help There are two fields for which you must enter information o Qualifier a two character qualifier o ID a telephone number DUNS number or other string that uniquely identifies the Trading Partner e Click on the OK button when finished Figure 16 New Local Trading Partner Details EDI Qualifier ID Tab x Generalf EDI Qualifier 1D Certificates Contact Information Notes Qualifier Export Save Close Help The Qualifier and ID will now appear in the table To add another Qualifier and ID repeat the process To Delete an EDI Qualifier and ID e Select the EDI Qualifier that you wish to delete and press the Delete Button This will bring up the Confirm
190. ucture The Templar 5 directory structure ensures an efficient and automated operation Templar 5 utilizes the following directories 210 receive archive stores a copy of all of the received files receive pickup all received files go here Templar 5 uses this as a working directory while decrypting the files transmit archive stores a copy of all of the sent files transmit pickup outgoing EDI amp XML files get placed here and Templar 5 picks them up and sends them transmit preprocess outgoing files with multiple ISAs get placed here and Templar 5 splits them and moves them to the transmit pickup folder for sending Appendix H How Trading Works Templar 5 provides you the ability to trade data in one of three ways One Time Flat File Transmission Ad Hoc Automatic Flat File Transmission Automatic EDI file Transmission Automatic XML file Transmission One Time Flat File Transmission Ad Hoc file transfers refer to the single transmission of a file to a specific Trading Partner When you utilize Templar 5 s Ad Hoc transmission functionality Templar 5 picks up your flat file encrypts it and sends it to the Trading Partner There are three ways to send a single file to a Trading Partner The first way is to click on the Trading Partner Agreement with your secondary mouse button This will bring up the Context sensitive Menu Select the Send File Option The second way is to click on the Actions Button from th
191. udit Log Parameters function allows you to schedule a job to automatically clean up the audit log remove records that match your parameters Figure 148 Clean up Audit Log Parameters Set Job Parameters x Status Ka Error warning Diagnostic Successful Criteria Date range E Start date time Feb 03 2004 15 00 fe End date time Feb 03 2004 15 00 fe O Older than 4 Cancel e The following parameters can be set for the Clean Up Audit Log Job o Status select what type of data will be cleaned according to Status Message Options include Completed Errors Both o Start date time the starting date and time of the data to be cleaned Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o End date time the ending date and time of the data to be cleaned Click on the drop down menu to open the calendar for date selection The time will automatically default to the current time Click in the field to modify the time o Older than in days select this radio button to specify any transmissions that are older than a certain number of days Click the OK Button when you are satisfied with the Job Parameters 143 User Defined Command Parameters Figure 96 User Defined Parameters Enter Command xi Enter parameters Cancel e The following para
192. udit Logs see the Audit Logs Section o Monitor T5 Services The Monitor Window provides a list of all currently running Templar 5 services For more information about the Monitor Window see the Monitor Section For more information about the Templar 5 Services shown in this window see Appendix B Templar 5 Services o Scheduled Jobs The Schedule Jobs Window provides information on the currently scheduled jobs Expanding the Schedule Jobs Node displays the types of jobs Archive Data Jobs Clean up Database Jobs Delete Data Jobs and User Defined Commands Jobs For more information about Scheduling Jobs see the Schedule Jobs Section o View Permissions The Permissions Window displays the permission requirements needed for specific Templar 5 functionality For example in order to administer the server the currently logged in user would require Full Access For more information about the Permissions Window see the View Permissions Section o T5 Server Locations The Server Location Window provides information on the servers currently available to you through the Client interface This window also provides you the opportunity to add additional servers depending upon access levels For more information about Server Locations see the Templar 5 Server Section o Client Preferences The Client Preferences window provides interface to modify default settings for the Client such as Send Policy Defaults Host Settings and Certificates
193. un which would provide access or specific instructions for communicating through the Web Interface on Remote Trading Partner s web server i e a CGI Java or ASP Script AS2 From Header your unique AS2 ID AS2 To Header your partner s unique AS2 ID Port Number the port number on the remote Trading Partner s HTTP S server through which the connection will be made You can click on the Use Standard Port Button to set the port to 80 Retry Times the number of times that Templar 5 should try the connection in the event of connection failure before producing an error Retry Delay how many seconds Templar 5 should wait before trying the connection in the event of connection failure before producing an error Request Synchronous Receipt when checked Templar 5 will request that the MDN receipt come back on the same open HTTP S connection as the original file was sent over Enable SSL when checked Templar 5 will send the file over HTTPS using SSL v3 Basic HTTP Authentication Username if the receiving web server uses Basic Authentication the username is specified here Basic HTTP Authentication Password if the receiving web server uses Basic Authentication the password is specified here FTP AS3 Host Name the name of the remote Trading Partners FTP host IP address or DNS name to which the data will be sent User ID the user ID to use to access the FTP site Password the password to use for access to the
194. ur Trading Partner wants you to resend a transmission Templar 5 provides you the ability to reprocess any transmission There are three ways to Reprocess a Transmission e The first way is to click on the transmission you want to reprocess with your secondary mouse button This will bring up the Context Sensitive menu Select the Reprocess Option e The second way is to highlight the transmission you want to reprocess by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Reprocess Option e The third way is to highlight the transmission you want to reprocess by clicking on it once Then select the Reprocess Option from the Edit Menu 121 Set a Transmission to Error If a transmission encounters an issue where no receipt is going to be returned Templar 5 provides you the ability to set these transactions to an error status There are three ways to Set a Transmission to Error The first way is to click on the transmission you want to reprocess with your secondary mouse button This will bring up the Context Sensitive menu Select the Set to Error Option The second way is to highlight the transmission you want to reprocess by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Set to Error Option The third way is to highlight the transmission you want to reprocess by clicking on it once Then select the Set to Error Op
195. va 1 4 2 has been installed on the system If the Installer cannot find the Java 1 4 2 installation it will present a prompt for the location to be specified Once the Java 1 4 2 location has been determined you will be prompted for the location you wish to install your Templar 5 Server Figure 4 Templar 5 Server Installation Choose Location Setup 15 5 Server 5 5 1 d Select Destination Directory Ahere should T5 5 Server be installed l0 x Select the folder where you would like T5 5 Server to be installed then click Next C Program Flies Server wer pi Program Files el Accessories A Avance Sound Manager A AvRack BitTorrent CO Common Files A ComPlus Applications E Googe zl Sos C The program requires at least 11 43 MB of disk space Back Next gt Cancel e After you have specified the location the Templar 5 Installer will confirm if you would like a desktop icon created and to confirm the name of the Start Menu Folder to use for the Templar 5 shortcuts Then the Installer will copy the files to the directory you chose You can click the Cancel Button if you want to abort the installation Figure 5 Templar 5 Server Installation Configuration Setup 15 5 Server 5 5 1 loj x Configure the 15 5 Server Please erter the details required to configure your T5 5 Server General Settings This machine s name System Name Defaut Installation Oper
196. ve and Data Deletion jobs all jobs scheduled in Templar 5 are listed in the Schedule Jobs Window The Schedule Jobs Window allows you to create and run the following types of jobs Archive and Delete Delete Data Clean Up Database Clean Up Audit Log User Defined Command 134 Editing Existing Jobs There are three ways to Edit an Existing Job e The first way is to click on the job you want to edit with your secondary mouse button This will bring up the Context Sensitive menu Select the Properties Option e The second way is to highlight the job you want to edit by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Properties Option e The third way is to highlight the job you want to edit by clicking on it once Then select the Properties Option from the Edit Menu All of these methods will bring up the New Scheduled Job Window Figure 90 Edit Scheduled Job Window Edit Scheduled Job x Job Setup Job Type Archive Data ei Parameters Schedule Time Select Date Date Schedule Type One Time ei Dec 20 2002 iw Cancel Help e You can modify the following for the existing Job O Job Type use the drop down menu to select the job type Options include Archive Data Clean up Database Delete Data User Defined Command Parameters click this button to set parameters for the type of job Schedule Type use the d
197. wMD Ax OTgxNiaAwMDAwMCBuDQowMDAwMDE SODY3IDAWwMDAWwIG4NCjAwMDAWNTk SMTgg MDAwMDAgb gOKMDAwMD Ax OTK 20SAWMDAWMCBuD QowMDAwMD IwMD IwIDAwMDAWwIG4NC j AwMDAwM Aw NzEghDAwhDAgh gOKMDAWMDAYMDE yMi AwMD AWMCBuD QowMDAwMD IwiTczIDAwMDAwIG4NCjAuMDAw Mj AyMj OgMDAwMDAgh gOKMDAWwMDAyMD I 3NSAwMDAWMCBuD QowMDAwMD IwizI2IDAwMDAwIG4NCjAw MDAwMj AzNzcgMDAwMDAgb gOKMDAWMDAYMD QyOCAWMDAWNCBuD QowMDAwMD IwNDcSIDAWMDAWwIG4N Ci AuMDAWM ALNzAgMDAwMDAgb gOKMDAwMDAYMDU ANS AwMD AWNCBuDQowMDAwMD IwNjMyIDAwMDaw IGAN CI AWMD AWM AZODMgMDAwMDAgb gOKMDAWMDAyMD czNCAwMDAWMCBuDQowMDAwMD IwNzglIDAw MDAwIG4NC 3 AWwMD AWM A4NzYgMD AwMD Agb gOKMDAWMD AyMD g4NyAuMDAWMCBudQowMD AwMD IwOTM4 IDAWMDAWIG4NC 3 AwMDAwMj ASODK gMDAWMDAgb gOKMDAwMDAYMTAOMCAWMD AWNCBuD QowMDAwMD Ix eg Copy to Clipboard Close e There are two ways to view the attached file of the transmission o The first way is to double click on the file name within the Details Section at the bottom of the Tracking Details Window o The second way is to highlight the file you want to view by clicking on it Then click the View File Button o Both ways will bring up the File Details Window with the file displayed 124 Data Every transmission that comes into or goes out of Templar 5 is logged in the Tracking Inbox and Tracking Outbox This data includes information about the transmission i e who it s from where it s going to what it contains etc and the transmission status i e completed error e
198. y mouse button This will bring up the Context sensitive menu Select the Delete Option e The second way is to highlight the transmission you want to delete by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Delete Option e The third way is to highlight the transmission you want to delete by clicking on it once Then select the Delete Option from the Edit Menu All of these methods will bring up the Templar 5 Confirmation Dialog Box Figure 77 Delete InBox Transmission Confirmation Dialog I T5 x 2 Are you sure you want to delete this item This action is irreversible ei e Click on the OK Button to delete the transmission or the Cancel Button to abort the deletion Note Deleted transmission cannot be recovered Reprocess a Transmission If a transmission encounters an error Templar 5 provides you the ability to reprocess any transmission There are three ways to Reprocess a Transmission e The first way is to click on the transmission you want to reprocess with your secondary mouse button This will bring up the Context Sensitive menu Select the Reprocess Option e The second way is to highlight the transmission you want to reprocess by clicking on it once Then click the Actions Button This will bring up the Actions Button Submenu Select the Reprocess Option e The third was is to highlight the transmission you want to reprocess by clicking on it

Templar 5 User`s Manual Version 5.5.57.25

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