EDI Translator Evaluation Guide

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DiTranslator is an EDI translation software that provides the means to transform EDI data to and from the different formats used by your organization.

http://dit.portal.dicentral.com

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EDI Translator Evaluation Guide

  1. 1. DiCentral CorporationEvaluation Guide
  2. 2. DiTranslator 8 Evaluation Guide Copyright and Legal DisclaimersEvaluation Guide for DiTranslator 8Copyright © 2011 by DiCentral CorporationAll rights reserved. This document and all content that is contained, embedded and linked to thisdocument, and that is written by DiCentral Corporation, or its partners or affiliates is copyright andbound by all copyright laws.This document is the property of DiCentral Corporation and/or its affiliates and contains publicinformation about proprietary products and/or services. All information contained herein is the propertyand exclusive copyright of DiCentral Corporation. No information within this document, nor informationabout the products or services described in this document, may be distributed or copied without theexpressed written consent of DiCentral Corporation.For further information, contact DiCentral Corporation. Address: 1199 NASA Parkway, Houston, TX 77058 Phone: +1.281.480.1121 or +1.713.559.0580 Fax: +1.281.480.1181 Website: www.dicentral.com 1
  3. 3. DiTranslator 8 Evaluation GuideContents Copyright and Legal Disclaimers ............................................................................................................... 1 Welcome to “Zero Effort” EDI ................................................................................................................... 3 1. System Requirements ........................................................................................................................... 4 1.1 Getting a License Key ...................................................................................................................... 4 1.2 Before Installing DiTranslator 8 ...................................................................................................... 4 2. Getting to Know DiTranslator 8 ............................................................................................................ 5 3. Fundamental Process ............................................................................................................................ 7 3.1 Creating a Network ......................................................................................................................... 7 3.2 Adding a Trading Partner ................................................................................................................ 9 3.3 Managing Transactions ................................................................................................................. 10 3.4 Automating the Process ................................................................................................................ 12 END-USER LICENSE AGREEMENT FOR DiTRANSLATOR ........................................................................... 14 2
  4. 4. DiTranslator 8 Evaluation Guide Welcome to “Zero Effort” EDIDiCentral understands the needs of small businesses. When implemented properly, EDI can providesignificant cost benefits and improvements in capabilities to businesses of any size. Deployed andimplemented poorly, however, EDI can become a strain on the business, often costing far more than itsresulting savings in reduction of paperwork.As a small or mid-sized business, you are most likely looking at EDI for the first time - or are looking forsolution to improve your existing EDI performance. That’s where DiTranslator 8 comes in. Unlike otherEDI translators, DiTranslator provides you a powerful, reliable, easy-to-use tool that is focused onautomating EDI without the drawbacks and making EDI a truly “zero effort” experience.This guide has been designed to help you get the best exposure to DiCentral DiTranslator 8 and itsautomation capabilities. It is recommended that you read the entire document before starting yourevaluation. It may be helpful to print the document so you can refer to it during your testing.Thank you for trying DiCentral DiTranslator 8.Welcome to the DiCentral family, welcome to “Zero Effort” EDI. 3
  5. 5. DiTranslator 8 Evaluation Guide1. System Requirements1.1 Getting a License KeyDiTranslator 8 uses an activation system requiring a valid license key to proceed. The license key is sentto the mailbox that you provided in the Download form. If you do not see the email from your mailbox,please check the Bulk folder or call (281) 480-1121 x3 and our support representative will be happy togenerate a new license key for you.1.2 Before Installing DiTranslator 8Before installing DiTranslator 8 on a new system or upgrading an existing DiTranslator installation,please note the minimum system requirements below. Failure to follow the recommended systemrequirements and installation guidelines will prevent our technical support team from providingyou with the necessary guidance should you experience difficulties.This evaluation guide outlines basic requirements for installing DiTranslator 8 along with some stepsthat are recommended to take for full utilizing power of DiTranslator 8. Be sure to read this entire guideprior to beginning your evaluation.DiCentral recommends the following minimum system configurations for DiTranslator: Intel Pentium/Celeron processor at 1GHz or compatible CPU 512 MB of RAM At least 500 MB of available hard-disk space Hardware A graphic card capable of 1024x768 display resolution or better Internet Connection (Broadband is recommended) CD-ROM or better Support a communication adapter 32 and 64 bit edition of Windows Vista/ 7/Server 2008 Software Microsoft SQL Server 2005 or above Microsoft Internet Explorer 7Before installing your softwareDO NO INTERRUPT OR TERMINATE THE INSTALLATIONDo not interrupt an ongoing installation by using the End Process command from the Windows TaskManager. This may cause damage to your installation and require assistance from our technical supportteam.Long Path Names 4
  6. 6. DiTranslator 8 Evaluation GuideIf you install DiTranslator in local hard disk, you may encounter an error message like the one you seebelow:“Could not open source file C:Documents and SettingsAll UsersDocuments networksAsyncCollection CD rom 10_12_2006AsyncCOMMERCEEDATA CommerceCommerce.HL_(-1)”This error is due to the unusually lengthy path created by the location of the installation folder. Toprevent this error from occurring, it is recommended that you store your installation folder on the root(C:) directory until you have finished the installation.Anti-virus softwareIt is recommended that you temporarily disable any anti-virus software during installation to ensure thatall necessary files are copied and that the installation is performed as quickly and efficiently as possible.Back up your dataWhile every effort is made to ensure that DiCentral customers can migrate from older versions ofDiTranslator to DiTranslator 8 in a seamless manner, it is strongly recommended that you backup yourexisting DiTranslator system and data files prior to beginning any upgrade or installation of DiTranslator8. Remember that once you upgrade your data structure to adapt DiTranslator 8, you will not be able todowngrade to a previous version without first removing version 8 and performing a manual export ofyour DiTranslator data and a subsequent import into your older version of DiTranslator.If you are installing DiTranslator 8 for an evaluation or are interested in testing DiTranslator 8 prior tousing it in a production environment, it is highly recommended that you do so on a separate system andupgrade your primary production environment only when you are ready to perform this migration.2. Getting to Know DiTranslator 8User GuideUser Guide is helpful when you are using DiTranslator for the first time and need instruction onperforming a specific task. User Guide locates under the Help menu which locates at the top of yourapplication’s menu bar.QuickStart GuideDuring installation process, a shortcut is placed on your desktop linking you to the QuickStart Guide. Incase you removed this shortcut, you will be able to find the QuickStart Guide in the DiTranslatorapplication directory. The QuickStart Guide will walk you through installation and basic setup and is anexcellent resource that helps you getting started and familiar with DiTranslator.Professional ServiceDiCentral offers customized training sessions tailored specifically to your needs. Our professionalservices team can provide you with complete remote support to any software related issues. We can 5
  7. 7. DiTranslator 8 Evaluation Guidebuild maps and task sequences, perform regularly scheduled maintenance, and a variety of additionalservices designed to keep your DiTranslator 8 in perfect working order. If you need an on-siteassistance, DiCentral will assist in getting you in contact with certified consultants and VARs around thecountry who can work with you at your location on any DiTranslator needs. Contact our salesrepresentative at (281) 714-5609 for detailed information. 6
  8. 8. DiTranslator 8 Evaluation GuideNote: The View Pane will look different depending on the selected view. The Properties pane displays critical information about the selected file in DiTranslator. The Tasks and Files pane shows tasks and data files associated with a given network, Trading Partner or transaction set. The Detail Pane shows the contents of any selected file in DiTranslator. Networks allow you to aggregate trading partners in common groups. For example, you could have a network of trading partners associated to a specific VAN.3. Fundamental ProcessUnlike other EDI products, the true power of DiTranslator lies in its automation capabilities. Propersetup and implementing DiTranslator 8 can turn EDI from a chore into the hands-free experience that itis meant to be all along.3.1 Creating a NetworkThe first step in setting up DiTranslator 8 is to create a network. A network is a collection of tradingpartners that you communicate with using a common methodology - direct connect with a specific VANthrough FTP or AS2 - depending on the configuration between DiTranslator and your choice ofconnectivity software.Perform the steps below to add a network using the pre-configured network kit: 1. In the main DiTranslator window, select New button on the toolbar. 7
  9. 9. DiTranslator 8 Evaluation Guide The Trading Partner Setup window is displayed. 2. On the Trading Partner Setup window, select the Networks tab, click the New button. The Network Setup Wizard is displayed. 3. In the Network Setup Wizard screen, select the Install pre-configured Network option and click the Next button. 4. When the Network Wizard displays the location dialog, click the Browse button to locate and select the Network Kit. Click Next to continue. 5. Accept or modify the Network Name, then click the Next button. 8
  10. 10. DiTranslator 8 Evaluation Guide  The Folder box (the name given to the directory associated with this network) is displayed for your information, but cannot be changed.  The Use Default button will restore the network name back to the original default if desired. 6. Click Finish to complete.3.2 Adding a Trading PartnerPerform the steps below to add a new Trading Partner using a pre-configured kit: 1. In the main DiTranslator window, select New button on the toolbar. The Trading Partner Setup window is displayed. 7. On the Trading Partner Setup window, select the Trading Partners tab, click the New button. The Trading Partner Wizard is displayed. 1. Select Install pre-configured Trading Partner Kit option and click the Next button. 2. Select the network that will be used to communicate with this Trading Partner and click Next. 3. Click Next to continue. 4. Click Browse to specify the directory where the Pre-configured Trading Partner Kit locates and click the Next button. 5. Accept or modify the Trading Partner name and click the Next button. 9
  11. 11. DiTranslator 8 Evaluation Guide  The Folder box - containing the name given to the directory associated with this partner - is displayed for your information, but cannot be changed.  The Use Default button - restoring the Trading Partner name back to the original default if desired. 6. Click Finish to complete. 7. Click OK to exit Trading Partner Setup window.3.3 Managing TransactionsDiCentral believes that EDI should be an automated process that works with minimal manual input fromthe user. The steps outlined below will show you how to harness the power of automation inDiTranslator 8.3.3.1 Receive a Purchase Order (850 inbound)Follow the steps below to receive the purchase order from trading partner. 1. In the Tree view, expand the Network (NS_AS2) by clicking the + sign. 2. Double-click the Receive Mail to receive all mails from all trading partners. 3. If you have an EDI mail, the New Mail In will turn bold. 4. Double-click the Sort Mail icon to produce Sorted Mail files for each trading partner who sends you data. The New Mail In icon will no longer be bold. 10
  12. 12. DiTranslator 8 Evaluation Guide 5. Expand the + sign in front of Network (NS_AS2), Trading Partner (3m), Transaction (850 Ver3010) and Inbound. Trading Partner, Transaction, Inbound, Translated Mail and Sorted Mail all turn bold. This means there is file in these items. 6. Double click on Interpret Sorted Mail to validate the data against the appropriate EDI standard, create the Translated Mail file, and generate Functional Acknowledgement for the data just interpreted. 7. Select Purchase Order Report to view purchase order in HTML format. 11
  13. 13. DiTranslator 8 Evaluation Guide3.3.2 Create and Send turn around EDI document (810 outbound)Follow the steps below to create and send turn around EDI document to trading partner: 1. Double-click Convert PO to INVOICE to create turn around EDI document (810 outbound). 2. Double-click Generate EDI Mail from Translated to create the actual outbound data that will be sent to your trading partner. 3. Select Send Mail in Network level to send 810 to trading partner.3.4 Automating the Process 12
  14. 14. DiTranslator 8 Evaluation GuideThe true power of DiTranslator 8 lies in its automation capabilities. All the steps above can beconfigured to automatically execute as desired. For example, you could create a schedule to receive allinbound EDI mails and send all outbound EDI mails on a pre-determined schedule. This automatedprocess can be expanded to create and email reports to pre-defined set of users.Please contact our sales representative at (281) 714-5609 for more information in automating theprocess. 13
  15. 15. DiTranslator 8 Evaluation Guide END-USER LICENSE AGREEMENT FOR DiTRANSLATORIMPORTANT-READ CAREFULLY: This End-User License Agreement ("EULA") is a legal agreement betweenyou (either an individual or a single entity) and DiCENTRAL Inc. ("DiCentral"), 1199 Nasa Parkway,Houston, TX 77058 for the software product identified above, which includes computer software andmay include associated media, printed materials, and "online" or electronic documentation("SOFTWARE PRODUCT"). By installing, copying, or otherwise using the SOFTWARE PRODUCT, you agreeto be bound by the terms of this EULA. If you do not agree to the terms of this EULA, do not install oruse the SOFTWARE PRODUCT.SOFTWARE PRODUCT LICENSEThe SOFTWARE PRODUCT is protected by copyright laws and international copyright treaties, as well asother intellectual property laws and treaties. The SOFTWARE PRODUCT is licensed, not sold.1. GRANT OF LICENSE. This EULA grants you the following rights:  Applications Software. You may install and use one copy of the SOFTWARE PRODUCT, on a single computer.  Storage/Network Use. You may also store or install a copy of the SOFTWARE PRODUCT on a storage device, such as a network server, used only to install or run the SOFTWARE PRODUCT on your other computers over an internal network; however, you must acquire and dedicate a license for each separate computer on which the SOFTWARE PRODUCT is installed or run from the storage device. A license for the SOFTWARE PRODUCT may not be shared or used concurrently on different computers.2. DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS.  Limitations on Reverse Engineering, Decompilation, and Disassembly. You may not reverse engineer, decompile, or disassemble the SOFTWARE PRODUCT, except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation.  Separation of Components. The SOFTWARE PRODUCT is licensed as a single product. Its component parts may not be separated for use on more than one computer.  Rental. You may not rent, lease, or lend the SOFTWARE PRODUCT.  Support Services. DiCENTRAL may provide you with support services related to the SOFTWARE PRODUCT ("Support Services"). Use of Support Services is governed by the DiCENTRAL policies and programs described in the user manual, in "online" documentation, and/or in other DiCENTRAL- provided materials. Any supplemental software code provided to you as part of the Support Services shall be considered part of the SOFTWARE PRODUCT and subject to the terms and conditions of this EULA. With respect to technical information you provide to DiCENTRAL as part of the Support Services, DiCENTRAL may use such information for its business purposes, 14
  16. 16. DiTranslator 8 Evaluation Guide including for product support and development. DiCENTRAL will not utilize such technical information in a form that personally identifies you.  Software Transfer. You may not assign or transfer the SOFTWARE PRODUCT or this license to any other party without the express written consent of DiCENTRAL. If you transfer possession of any copy of the SOFTWARE PRODUCT to another party without DiCENTRALs consent, your license is automatically terminated.  Termination. Without prejudice to any other rights, DiCENTRAL may terminate this EULA if you fail to comply with the terms and conditions of this EULA. In such event, you must destroy all copies of the SOFTWARE PRODUCT and all of its component parts.  Service Bureau. Unless specifically licensed, the SOFTWARE PRODUCTS covered under this EULA are for your internal data processing only. You may not use the SOFTWARE PRODUCTS to provide computer services (whether remote access, batch, or otherwise) to third parties not affiliated with you. Affiliated companies shall mean any entity controlling, controlled by or under common control by you or your parent.3. UPGRADES. If the SOFTWARE PRODUCT is labeled as an upgrade, you must be properly licensed touse a product identified by DiCENTRAL as being eligible for the upgrade in order to use the SOFTWAREPRODUCT. A SOFTWARE PRODUCT labeled as an upgrade replaces and/or supplements the product thatformed the basis for your eligibility for the upgrade. You may use the resulting upgraded product only inaccordance with the terms of this EULA. If the SOFTWARE PRODUCT is an upgrade of a component of apackage of software programs that you licensed as a single product, the SOFTWARE PRODUCT may beused and transferred only as part of that single product package and may not be separated for use onmore than one computer.4. COPYRIGHT. All title and copyrights in and to the SOFTWARE PRODUCT (including but not limited toany images, photographs, animations, video, audio, music, text, and "applets" incorporated into theSOFTWARE PRODUCT), the accompanying printed materials and any copies of the SOFTWARE PRODUCTare owned by DiCENTRAL or its suppliers. The SOFTWARE PRODUCT is protected by copyright laws andinternational treaty provisions. Therefore, you must treat the SOFTWARE PRODUCT like any othercopyrighted material except that you may install the SOFTWARE PRODUCT on a single computerprovided you keep the original solely for backup or archival purposes. You may not copy the printedmaterials accompanying the SOFTWARE PRODUCT.DUAL-MEDIA SOFTWARE. You may receive the SOFTWARE PRODUCT in more than one medium.Regardless of the type or size of medium you receive, you may use only one medium that is appropriatefor your single computer. You may not use or install the other medium on another computer. You maynot loan, rent, lease, or otherwise transfer the other medium to another user, except as part of thepermanent transfer (as provided above) of the SOFTWARE PRODUCT.6. The SOFTWARE PRODUCT may contain mandatory systems software upgrades required for properoperation of the SOFTWARE PRODUCT. Any such systems software upgrades are licensed to youpursuant to the same terms as provided in your license to the operating system. 15
  17. 17. DiTranslator 8 Evaluation GuideThe SOFTWARE PRODUCT contains confidential and trade secret information that you, your employees,and your agents are required to protect from wrongful disclosure. You may not distribute or otherwisemake the SOFTWARE PRODUCT or the accompanying printed materials available to any third party.8. Client authorizes DiCENTRAL to include Clients name, contact information and other relevantdirectory information relating to Clients use of the PRODUCT in directories which DiCENTRAL maychoose to publish for the purpose of promoting the use of the PRODUCT by other parties.9. PAYMENT OF THE ANNUAL MAINTENANCE FEE is required in order to maintain this EULA as valid andreceive updates and services from DiCentral. Failure to pay maintenance to DiCentrals lockbox orcorporate headquarters within 60 days of the renewal date [which is each years anniversary of theoriginal invoice date for the license] invalidates this EULA. In order to reinstate the license, you mustpay a fee equal to the lower of either(a) 1/2 of the original license fee or(b) to pay all the accumulated unpaid back maintenance and a penalty in the amount of 1/2 yearsmaintenance fee. Failure to pay the reinstatement fees when requested by DiCentral forfeits thereinstatement privilege and you are then required promptly to return to DiCentral or destroy all copiesof the SOFTWARE PRODUCT and accompanying components and documentation, whether paper orelectronic, and to cease use of the SOFTWARE PRODUCT. Failure to comply with a request for paymentand subsequent use of the SOFTWARE PRODUCT is, the parties agree, a substantial breach of DiCentralscopyright and this EULA.10. MISCELLANEOUSThis EULA is governed by the laws of the State of California.THE SOFTWARE PRODUCT IS PROVIDED AS IS WITHOUT ANY WARRANTY OF ANY KIND, EITHEREXPRESSED OR IMPLIED. THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR APARTICULAR PURPOSE ARE SPECIFICALLY DISCLAIMED. DiCENTRAL MAKES NO WARRANTY THAT THESOFTWARE PRODUCT WILL MEET YOUR SPECIFICATIONS OR NEEDS OR THAT THE SOFTWARE PRODUCTIS ERROR-FREE.IN NO EVENT WILL DiCENTRAL BE LIABLE TO YOU FOR ANY DAMAGES, INCLUDING ANY LOST PROFITS,LOST SAVINGS, OR OTHER INCIDENTAL, SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES ARISING OUTOF THE USE OR INABILITY TO USE THE SOFTWARE PRODUCT EVEN IF DiCENTRAL HAS BEEN ADVISED OFTHE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY. DiCENTRALS LIABILITYSHALL NOT EXCEED THE AMOUNT PAID TO DiCENTRAL UNDER THIS AGREEMENT.OTHER THAN AS MAY BE EXPRESSLY SET FORTH HEREIN, NO OTHER WARRANTIES. TO THE MAXIMUMEXTENT PERMITTED BY APPLICABLE LAW, DiCENTRAL AND ITS SUPPLIERS DISCLAIM ALL OTHERWARRANTIES AND CONDITIONS, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON- 16
  18. 18. DiTranslator 8 Evaluation GuideINFRINGEMENT, WITH REGARD TO THE SOFTWARE PRODUCT, AND THE PROVISION OF OR FAILURE TOPROVIDE SUPPORT SERVICES.IF YOU HAVE ENTERED INTO A DiCENTRAL SUPPORT SERVICES AGREEMENT, DiCENTRALS ENTIRELIABILITY REGARDING SUPPORT SERVICES SHALL BE GOVERNED BY THE TERMS OF THAT AGREEMENT.BECAUSE SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OFLIABILITY, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.In the event of any breach of this EULA, the non-breaching party shall be entitled to its costs ofenforcement, including attorneys fees and court expenses incurred in obtaining and in enforcing anyjudgment. 17

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