getting started with edi/hq · 21 questions? title: powerpoint presentation author: bess...
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![Page 1: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/1.jpg)
Getting Started with EDI/HQ™
Presenter: Seth Lepper
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![Page 2: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/2.jpg)
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Please silence your phone Questions are encouraged anytime Presentation will be followed by a Q&A Come see me in the ReSource Center
Ground Rules
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![Page 3: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/3.jpg)
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Installing EDI/HQ™ Dashboard Data Sources Trading Partners EDI Transaction Filters Data Conversions Jobs and Processes File Definitions EDI Data Window Reports
Agenda
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![Page 4: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/4.jpg)
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EDIHQ_Setup.exe
Installing EDI/HQ™
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![Page 5: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/5.jpg)
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Installing EDI/HQ™
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Follow the On-Screen Instructions
![Page 6: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/6.jpg)
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Installation Directories
Installing EDI/HQ™
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![Page 7: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/7.jpg)
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Select “Finish” to Complete the Install
Completing Your Installation
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![Page 8: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/8.jpg)
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EDI/HQ™ requires the activation of a valid EDI/HQ™ license in order to function.
EDI/HQ™ License Keys
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![Page 9: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/9.jpg)
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Customizing your Dashboard Edit/Delete Widgets
Dashboard
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![Page 10: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/10.jpg)
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A Data Source is a Database in which EDI/HQ stores information that the software needs to function
Utilizing Multiple Data Sources Adding Data Sources
DataSources
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![Page 11: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/11.jpg)
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Currently EDI/HQ™ supports 3 different database engine types that can be used for Data Sources:
SQLite Microsoft SQL Server Express Microsoft SQL Server
DataSources
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![Page 12: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/12.jpg)
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Importing EDI to Create a New Trading Partner Importing and Exporting Trading Partner Information Edit a Trading Partner Configure T-Sets
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Trading Partners
![Page 13: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/13.jpg)
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Access Existing Filters Create New
EDI Transaction Filters
![Page 14: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/14.jpg)
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Purpose of Data Conversions Create a Data Conversion from Excel and Import Create a New Data Conversion in EDI HQ
Data Conversions
![Page 15: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/15.jpg)
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Automation in EDI/HQ™ consists of 4 components:
Processes
File Definitions
Jobs
Triggers
Jobs and Automation
![Page 16: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/16.jpg)
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Import all Inbound EDI Data Files
Import and Map All Outbound Application Data Files
Map Inbound EDI Data to Application Data
Pause 60 Seconds
Write Outbound Mapped Data to Outbound EDI Files
Built-In Processes
![Page 17: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/17.jpg)
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Generating a Report
Retrieving Files From an FTP Server
Loading Data into an Accounting or ERP Package
Importing EDI Transactions
User Defined Processes
![Page 18: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/18.jpg)
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File Definitions are used to get Transactions into EDI/HQ™ so that the Transactions can be Mapped.
Inbound EDI
Outbound
File Definitions
![Page 19: Getting Started with EDI/HQ · 21 Questions? Title: PowerPoint Presentation Author: Bess Matuszewski Created Date: 10/18/2013 9:03:09 AM](https://reader031.vdocuments.site/reader031/viewer/2022031221/5be4703209d3f2d7048cccf2/html5/thumbnails/19.jpg)
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An EDI/HQ™ Job is a Collection of One or More Processes or File Definitions that EDI/HQ™ will Execute Sequentially.
Jobs
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You Create EDI/HQ™ Triggers to Execute Jobs When Some Certain Criteria is Reached. Currently, EDI/HQ™ has 2 different Types of Triggers:
Scheduled-Based-Used to execute a Job at set time
File-Based- Used to execute a Job when a file or files is found or when a files reach a certain size
Triggers
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Questions?