Maintain Connections

This page is used to set up and maintain EDI connections.

Connection Id & Defaults

Field	Description
Connection Id	A unique ID for this connection.
Type	The type of connection to use for communication. Options are AS2, FTP, and SFTP.
Maximum send retry	The number of times the system will attempt to resend a message if the initial send fails.
Active	Check this box if this connection is active.

AS2

Field	Description
As2 Identifier	The AS2 identifier for this connection.
Log As2 warnings	When checked, AS2 warnings will be logged.
Send AS2 warnings	When checked, AS2 warnings will be sent.
URL	The URL used to communicate with this connection.
Ignore SSL Errors	When checked, SSL errors will be ignored.
Synchronous receipt	Check this box to require a synchronous receipt.
Receipt URL	The URL used to receive receipts from this connection. Not normally needed.
Sign message	When checked, messages sent to this connection will be signed.
Encrypt message	When checked, messages sent to this connection will be encrypted.
Require receipt	When checked, a receipt is required from this connection.
Require signed receipt	When checked, a signed receipt is required from this connection.
Hashing algorithm	The hashing algorithm to use for this connection.
Encryption algorithm	The encryption algorithm to use for this connection.
Public certificate	The public certificate provided by this connection for encryption and verification purposes.

FTP/SFTP

Field	Description
URL	The URL for this FTP/SFTP site.
Port	The port to use for this connection.
User name	The username for this connection.
Password	The password for this connection.
Password again	Re-enter the password to confirm.
Outgoing folder	The folder path for outgoing messages to the EDI partner (e.g., `\outgoing`). Leave blank if not required.
Incoming folder	The folder path for incoming messages from the EDI partner (e.g., `\incoming`). Leave blank if not required.
override for 210	Enter custom file naming for 210 invoice files if required by this connection.
override for 214	Enter custom file naming for 214 status files if required by this connection.
override for 990	Enter custom file naming for 990 response files if required by this connection.
override for 997	Enter custom file naming for 997 acknowledgment files if required by this connection.
Directory parsing RegEx	Used for FTP sites with lower security requirements.
Use Active mode	When checked, Active mode will be used for this FTP connection.
Delete after download	When checked, files will be deleted from the FTP site after they are downloaded.
Require sequential access	When checked, files will be uploaded in sequential order to the FTP/SFTP connection.

FTP Root Folder: If the connection requires data to be uploaded or downloaded from the root folder, enter / in the Incoming or Outgoing Folder field.

Troubleshooting Folder Paths: If you are experiencing connection issues, open the connection in FileZilla and copy the Remote Site path into the folder path field in the setup to verify the configuration is correct.