Defining a Data Set

You define a data set by specifying partners, document types, and processing rules to include or exclude from the data set. When defining data sets, consider how you want to provide access. For example:

You might want to create a single data set that identifies all Trading Networks data so that you can assign various roles different access to all Trading Networks data.

You might want to allow one role to only view all the data and the other role to view all the data and also resubmit and reprocess transactions. In this case, you would define two data sets.

You might want to allow all access rights to a role, but only to a limited set of data. In this case, you would define multiple data sets, each identifying the data on which a role can act.

1. In My webMethods: Administration > System-Wide > B2B Permissions > Data Permissions.

3. In the Dataset Name field, type the name for the data set.

5. In the Partners panel, specify the partners to include in the data set.

To include or exclude a subset of partners, select Custom selection and do the following:

ii. In the Select Members dialog box, search for the partners to include or exclude in the data set.

iii. Move the partners to add to the data set from the Available Partners the Selected Partners list.

v. If you want to make the partner list relative to the logged-in My webMethods user, select Self Partners. For information about associating a My webMethods user with a partner, see Associate My webMethods User Accounts with a Profile.

vi. If you want to include the selected partners in the data set, click Include. If you want to exclude the selected partners from the data set and include all other partners, click Exclude.

6. In the Document Types panel, select the document types to include in the data set.

To include all document types, select All document types.

To include or exclude a subset of the document types, select Selected document types and do the following:

ii. In the Select Document Types dialog box, type a string that exists in the names of the document types you want and click Search.

iii. Move the document types to include in the data set from the Available list to the Selected list.

v. If you want to include the selected document types in the data set, click Include. If you want to exclude the selected document types from the data set and include all other document types, click Exclude.

7. In the Processing Rules panel, select the processing rules to include in the data set.

To include all processing rules, select All processing rules.

To include or exclude a subset of the processing rules, select Selected processing rules and follow the same steps as the previous step, but for processing rules.