[OPEN-ILS-DOCUMENTATION] EDI Setup

[Tim Spindler]

I think we should up date these instructions (
http://docs.evergreen-ils.org/2.0/draft/html/acq_admin_edi.html).  See what
I added at the bottom.

EDI Accounts

Create EDI Accounts to communicate electronically with providers.

   1.

   Create a label. The label allows you to differentiate between accounts
   for the same provider. No limits exist on the number of characters that can
   be entered in this field.
   2.

   Enter a host. Your provider will provide you with the requisite FTP or
   SCP information.
   3.

   Enter the username that has been supplied by your provider.
   4.

   Enter the password that has been supplied by your provider.
   5.

   Enter account information. This field enables you to add a supplemental
   password for entry to a remote system after log in has been completed. This
   field is optional for the ILS but may be required by your provider.
   6.

   Select an owner from the drop down menu. The owner indicates the
   organizational units whose staff can use this EDI account. This menu is
   populated with the shortnames that you created for your libraries in the
   organizational units tree (See Admin → Server Administration →
   Organizational Units).

   The rule of parental inheritance applies to this list.
   7.

   The Last Activity updates automatically with any inbound or outbound
   communication.
   8.

   Select a provider from the drop down menu to whom this account belongs.
   9.

   Enter a path. The path indicates the remote location on the server from
   which files are pulled in to the ILS.
   10.

   Enter the incoming directory. This directory indicates the location on
   your local network to which the files download.
   11.

   Enter the vendor account number supplied by your provider.
   12.

   Enter the vendor account code supplied by your provider.
   13. Click Save.


The Standard Address Number (SAN) for the library also has to be added into
 SAN column of the table actor.org_address for the given organizational
unit.  This currently can only be done through Postgres and there is no
client interface,
-- 

Tim Spindler

Manager of Library Applications

tspindler at cwmars.org

508-755-3323 x20
IM: tjspindler (AOL, meebo, google wave)



C/W MARS, Inc.

67 Millbrook St, Suite 201

Worcester, MA 01606
http://www.cwmars.org



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