This is the virtual multi-page printable view of this section. Click here to print.

Return to the regular view of this page.

Documentation: Installation

Installation Guide

Please note that downloading this page as a PDF creates a static document. Any changes to the content presented cannot be included in the PDF later. We therefore advise to always use the version available online.

Note

This step-by-step guide describes how to install the EDI connector on Microsoft Windows if you are using the installer version.

Please run the installation file on the communication server with administrator rights.

Note

Please note that it may take a few seconds before you see the start screen; the setup routine first checks whether a more recent installation file is available.

Please select your installation language and confirm with “Next”.

2. On the welcome screen, please click “Next”.

3. Read the license terms in the dialog box and accept them to continue with the installation.

4. In this window, there are two options available:

A. Leave the field blank and simply click ‘Next.’. The EDI connector will then create a local user in the Active Directory of this domain.

B. However, for correct operation, a separate user with appropriate rights should be created in Active Directory for each service. Once this has been done, the relevant details can be entered here. This is particularly important because it enables the EDI connector to access folders on remote servers..

Installationsverzeichnis des EDI-Connectors

5. In the following input mask, you can select the storage location or accept the suggested default directory.

6. Enter the login details you received from your myOpenFactory contact person here..

7. In this screen, you can choose whether you want to generate a configuration for your system in the next steps. If so, simply click on the “Next” button. Then continue reading under point 8.

A. If you have a configuration file, select the second option, “Use predefined configuration.” This activates the “Browse” button, allowing you to navigate to the folder where the configuration file is located. Once you have navigated to the correct folder, you will see a file named config.json. Select this file and click “Open.” The file path will then be displayed in the mask, see screenshot below..

B. If you now click “Continue,” the EDI connector will be installed according to the defined configuration of the json file. Now continue reading under point 11..

Please note the top 4 tabs, where you can specify a configuration for “Inbound,” Inbound test,” “Outbound,” and “Outbound test”.

Configuration-window - Inbound:

A. Configuration-id: This field corresponds to the process ID in the myOpenFactory portal under “My company/Incoming documents” or “Outgoing documents.” However, your myOpenFactory contact person will usually provide you with the IDs. Please enter the corresponding value.

B. Folder: Here, use the “Browse” button to navigate to the folder where you expect the incoming EDI files to be stored.

C. Attachments: If you are expecting attachments, you can use the “Browse” button to navigate to the folder where you expect the incoming attachments to be stored.

D. Attachment file extensions: Here you can specify which file extension the attachments will have.

9. Configuration-window - Inbound-Test

For the “Test Incoming” tab, repeat the process.

10. Configuration-window - Outbound

There are two additional elements in the “Outbound” tab

A. File extension: Enter the file extension of the EDI files you will be sending here. If you do not use a file extension, you can leave this field blank.

B. Error folder: Use the “Browse” button to navigate to an error folder and confirm your selection. If the connection to our server is interrupted, all failed EDI files that could not be sent are copied to this error folder. Once communication has been restored, simply move the files from the error folder to the outbound directory and they will be transmitted to the myOpenFactory EDI platform.

11. Configuration-window - Outbound-Test

For the “Outbound test” tab, repeat the process.

12. By selecting “Install,” you start the installation process.

13. The installation of the EDI connector has been successfully completed

Note

After installation, you will find a JSON file in the myOpenFactory folder. You can edit this file to add further elements or to adjust directory paths. See the “Configuration” chapter.

14. When you open the setup file again, the following selection menu will be displayed.

A. Add or remove features

B. Repair

C. Remove