Partner management

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Partner management

Ref_AdrMan_001

 

In the partner management you can create and edit the partner accounts necessary for the data transfer. Select an existing entry to display the most important details for this partner in the Partner details box.

 

The following functions are available:

 

Ref_AdrMan_013 Add new partner - Create a new partner account.

Ref_AdrMan_017 Add SSID group - Add a new partner group.

Ref_AdrMan_014 Create a copy of the selected partner - This option is used to create a new partner by using a copy of the selected partner as a template. It is recommended if the new partner's data is similar to that of an existing partner. All fields of the new partner are pre-populated with those of the existing partner and only a few settings may need to be changed.

Ref_AdrMan_015 Edit selected partner or group - Edit the selected partner account or partner group.

Ref_AdrMan_016 Delete selected partner or group - Deletes the selected partner account or partner group.

Ref_AdrMan_018 Send or request certificates - Send certificates to or request certificates from a partner via automatic certificate exchange.

 

Functions available from the partner list context menu by right-clicking:

 

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Add Partner - Create a new partner account.

Add new SSID group - Add a new SSID group.

Edit partner/SSID group - Edit the selected partner account or SSID group.

Copy partner - Create a copy of the selected partner (see above).

Send a test file to this partner - Create a send job with an automatically generated test file to the selected partner.

Send PDX data to this partner (PDX) - Send the current PDX presets and certificates to the selected partner via OFTP(see Partner Data eXchange).

Send own certificates to thispartner (ACX) - Sending own certificates via automatic certificate exchange (ACX) to the selected partner via OFTP (see Automatic certificate exchange).

Request certificates from this partner (ACX) - Request certificates via the automatic certificate exchange (ACX) from the selected partner via OFTP (see Automatic certificate exchange).

Delete partner/SSID group - Deletes the selected partner account or SSID group.