Create Partner Profiles. Profiles identify the partners with whom you exchange business documents. They provide a summary of information about your partner and information about how to exchange documents. For complete information about defining and managing partner profiles, see the webMethods Trading Networks Administrator’s Guide for your release.

Define FIX_IDs. At startup, FIX Module adds the FIX_ID ID type to Trading Networks. The FIX_ID (external ID type) field is defined in the profile and identifies the sender or receiver of documents. You must define the FIX_ID for every profile. Define the FIX_ID to match the values defined in the appia.ini configuration file as follows:

In your profile, define the value of the FIX_ID the same as the local_firm_id.

In your partner's profile, define the value of the FIX_ID the same as the remote_firm_id.

Create Document Types. Document types define the properties of incoming documents and how to process them. For complete information about defining and managing document types, see the webMethods Trading Networks Administrator’s Guide for your release.

Create Processing Rules. Processing rules specify the actions that you want Trading Networks to perform on incoming documents. These rules can execute one or more of the following actions: execute a service (synchronously or asynchronously), send an e-mail alert, change the user status for the document, deliver the document to a specified receiver using one of four delivery methods, or respond with a specified message. Trading Networks only executes a processing rule if the incoming document matches one of the document types that you defined.