Cleo Clarify/EBI Instructions

Step-by-Step Clarify Instructions to walk users thru the required steps when.....


Cleo Clarify EXTOL Business Integrator 3 Workbench
We walk users through the steps of running the EXTOL Conversion Manager with a EBI 2.6 Windows instance.
  • Review required Clarify/EBI 3 objects needed to successfully process an inbound EDI (x12/EDIFACT) document.
Create Inbound EDI Mapping Project
  • Review required Clarify/EBI 3 objects needed to successfully process an inbound EDI (x12/EDIFACT) document.
Create Outbound EDI Mapping Project
  • Review required Clarify/EBI objects needed to successfully process an outbound EDI (x12/EDIFACT) document. In our example, users will learn the steps involved with the Cleo/EXTOL Database Wizard.
Best Practice to Create Workspace for EDI Projects and Packages
  • In the Clarify Workbench we need to assign Cleo/EXTOL Objects to projects and packages. Users will learn the best practices to set-up their workbench with projects and packages.
Trading Partner on-boarding with EDI Project Wizard
  • The EDI Project Wizard allows users to create a working template of a project/packages/objects, update the EBI Enveloping Objects, and then copy/rename them to a new naming convention.
Use Eclipse's Search/Replace Functionality to Make Updates to Projects/Packages/Objects
  • The EBI Workbench offers users the ability to update Projects/Packages/Objects with a few key strokes. This is possible via Eclipse's Search/Replace functionality.
Review Client and Server Error Logs in Studio
  • The EBI Studio has several different logging features at the client level and the server level (local server).
Implement Global Variable to Start Stop Business Process Scripts
  • We review the usage of Global Variables to start/stop EBI 3 business processes.
Move Clarify/EBI Projects Between 2 Systems when SVN is not an Option
  • At times there might be networking issues that do not allow the Clarify/EBI Studio to communicate with an SVN Respository. We show how to get around this challenge.
Create REST Webservices Provider in less than 15 Minutes
  • We show how a REST Webservices Provider can be set-up in EBI 3, in less than 15 minutes. This basic set-up walks users thru set-up in Clarify's workbench and testing on the local server.
Use Firefox’s Firebug Addon to Debug Clarify/EBI Webservices
  • Sometimes the easiest way to test a webservice provider is via a web browser. With Firefox's Firebug, we show users how to easily test/debug their Cleo/EXTOL Webservice.
Implement Outbound SFTP PUT Process
  • We will show users how to implement the SFTP Put Adapter in a Business Process. We will also show users how to add automatic retry/fail capabilities.
Create Outbound 997 Functional Acknowledgment
  • For every inbound EDI document we receive, we have a corresponding Acknowledgement set-up. This set-up will be incorporated in the Inbound EDI Route.
Create Application to Application (A2A) File Transfer Process with Application Route
  • Application Routes will group like data together such as a common key. In our example, we show how to group data based on JDEdwards EDOC, Document Type, and Company Number.
Introduction to EBI Project Generator
  • Clarify/EBI Studio 3.1.2 introduces EBI Project Generator walk thru the steps of the EBI Project Generator.
Renaming Studio Workspace Projects, Packages, and Objects
  • Renaming Projects, Packages, and Objects can be difficult at times but we show users how it can be done easily.
Cleaning-up Ruleset Data Object (RDO)
  • After running the Conversion Migrator, we need to 'clean-up' the Ruleset Data Objects (RDO). We show how it is done.
Update Code Table Outside of Clarify/EBI
  • Users can update a code table outside of the Clarify/EBI Studio. We show users where to locate the data.
Install Cleo Clarify/EBI Studio for Windows OS
  • Installing the Cleo Clarify/EXTOL Business Integrator Studio should be easy. We show users step-by-step how it can be done.
Implement Clarify/EBI API for Windows
  • Execute a Business Process from outsite of Clarify/EBI from the Windows OS.
Configure Ruleset to Include Reference Data in Cleo/EXTOL Dashboard
  • Create ruleset rules to include reference data in dashboard. These 'key' values can be referenced in Dashboard 3.

Admin Console

Cleo Clarify EXTOL Business Integrator 3 Admin Console
Test Cleo/EXTOL Inbound 850->Database Project in Studio Admin Console
  • Walk-thru of testing the translation of an inbound 850->database project. Learn how to interface with the Cleo/EXTOL Studio Admin Console and review errors in the Auditor.
Test Cleo/EXTOL Outbound Database->850 Project in Studio Admin Console
  • Walk-thru of testing the translation of an outbound database->850 within EXTOL Studio Admin Console. We learn how to properly deploy and install an outbound EDI project in the Studio Admin Console.
Deploy/Install Cleo/EXTOL Project/Packages/Objects to Clarify/EBI Server
  • Once an Cleo Clarify Project has been successfully tested in the Clarify Studio, learn how Cleo Projects/Packages/Objects are deployed and installed to the Clarify Server.
How to Update Clarify Server Projects After Deployed/Installed
  • Learn how to update existing Clarify/EBI server projects already deployed and installed on the Cleo Clarify Server. This is a multi-step process and users will learn how and where to update tags and then re-deploy their EBI 3 projects.
Create Log Filter Groups and Filters
  • Once Cleo Clarify has been implemented and deployed, we want to set-up Filter Groups and Filters.
Set-up Simple Date Purge Business Process
  • After Clarify/EBI is set-up, we need to look at the next steps to keep our data moving and maintained. We look at purging data to keep out system lean.

SVN Repository

Cleo Clarify EXTOL Business Integrator 3 SVN Repository
Upload Project/Package/Object to SVN Repository via SVN Team->Share
  • During the development of an Cleo/EXTOL Project, EBI users should consider the Team->Share option with their SVN. Cleo Clarify users will learn to create a primary back-up of their project and allow other users to have access to it.
Synchronize Project/Package/Object Changes to SVN Repository
  • After updates have been make by an Clarify/EBI user or another Clarify user, a Team Synchronization should occur. By doing so, we can ensure the objects we are currently working with are the most up-to-date EXTOL objects from the SVN Repository.
Create Tags for Projects in SVN Repository
  • Tags are used in SVN Repositories to mark a specific time in a project’s history where the Clarify/EBI user may want to revert back to. Clarify users will learn how tags should be essential part of any Clarify/EBI project.
Create Branch for Trunk:Project in SVN Repository
  • Branches are used in SVN Repositories to mark a time when a major change is going to take place on the trunk. Learn how to take a project from a Trunk and create a new Branch.
How to Restore Clarify/EBI Project/Package/Object from SVN Repository History/Revisions
  • There are times there might have been a change to a project several revisions ago. In cases such as these, we need to restore from the SVN repository history.
Use SVN Repository Branch to Promote Projects
  • The Branch represents a one time snapshot of the Trunk that will be the vehicle to promote projects to the Test/Production Servers.

Cleo/EXTOL Dashboard 3

EXTOL Dashboard Install and Configure Data Source
  • Install Cleo/EXTOL Dashboard 3 for Windows, start server and configure data source for Cleo Clarify/EXTOL Business Integrator.

3rd Party Solutions

Create XSD and DTD using XMLSPY for Schema Wizard
  • To build an XML interface in Cleo Clarify/EBI we need an XSD or DTD file. If an XSD or DTD is unavailable we can reverse engineer the process with XMLSPY.
Update XSD and DTD using XMLSPY to add XML Element/Attribute
  • Update exising XSD/DTDs, we can use XMLSpy to add/remote XML elements and attributes.
Update XSD and DTD using XMLSPY to add XML Element/Attribute
  • We will review how to generate generate a private/public key pair using GPG.