Sterling B2B Integrator - HAC Scheduling

Users do not directly initiate HAC requests. Instead, HAC requests are automatically performed by theSterling B2B IntegratorEBICS Client according to schedules defined using HAC Scheduling in the EBICS Client Administration menu.

HAC Scheduling is only available forSterling B2B Integratorusers with administrative permissions (admin or super admin).

Each HAC schedule submits an HAC request for a specified partner ID to a specified bank ID using a specific user ID. The HAC schedule also defines how often the HAC request is processed and when the collected data is purged.

To create an HAC schedule, there must be at least one user ID per partner ID, that is in state “Ready” and has permissions to submit orders of type HAC.

When a scheduled HAC request is processed, EBICS order history data is collected and received in an HAC response. Each HAC response provides a full history of EBICS actions and status information since the last HAC request. Data from each HAC response is stored bySterling B2B Integrator.

To create HAC schedules inSterling B2B Integrator, use HAC Scheduling in the EBICS Client Administration menu.

To create an HAC schedule:

1. Log in toSterling B2B IntegratorEBICS Client.
2. From theAdministrationmenu, select HAC Scheduling.
3. In the HAC Schedule Configuration page, next toCreate new schedule, click GO.
4. In the Create: HAC schedule information page, specify the values for the fields according to the instructions in the following table:FieldDescriptionBank ID(Host ID)Select a bank ID from the drop-down list.Partner IDSelect a partner ID that is associated with the bank from the drop-down list.User IDFrom the drop-down list, select the ID of the user.Restriction:There must be at least one user ID per partner ID, that is in state "Ready" and has permissions to submit orders of type HAC. Security mediumEnter the security medium.Request intervalFrom the drop-down list, select the interval for submitting HAC requests:
   • disabled
   • every 5 minutes
   • every 15 minutes
   • every 30 minutes
   • every hour
   • every 3 hours
   • every 6 hours
   • every 12 hours
   • every day
   • every 2 days

   This determines how often a new HAC order is submitted for the partner name to the bank ID with the user ID to collect order processing history data.

   Each HAC report contains all new order activities since the last HAC request results were issued.

   Purge expiryFrom the drop-down list, select when the collected HAC report data should expire:
   • never
   • after a day
   • after 2 days
   • after a week
   • after 2 weeks
   • after a month

   Expired HAC data records are automatically purged from the database during the next execution of the auto-purge process. The frequency of auto-purge execution is controlled by theHAC purge interval (in minutes)setting in the EBICS Client system properties. For information about the system properties, see Updating System Property Values.

   Important:If you select never, the HAC data records will never expire, and therefore will never be automatically purged from the database. Records will accumulate in the database indefinitely unless they are manually removed from the database tables when no longer needed.

   This selection applies only to HAC data collected in the future. If this value is later changed, HAC data already stored in the database will retain the value that was assigned at the time it was collected and stored in the database.

5. ClickFinish:

To search for HAC schedules inSterling B2B Integrator, use HAC Scheduling in the EBICS Client Administration menu.

To search for an HAC schedule:

1. Log in toSterling B2B IntegratorEBICS Client.
2. From theAdministrationmenu, select HAC Scheduling.
3. In the HAC Schedule Configuration page, perform one of the following:
   • UnderSearch, in the Bank(Host ID)field or Partner IDfield, enter part or all of the bank ID or partner ID.
   • UnderList, from the Alphabeticallydrop-down list, select the first letter or number of the bank ID. Select Allto list all HAC schedules.
4. ClickGO.

To view HAC schedules inSterling B2B Integrator, use HAC Scheduling in the EBICS Client Administration menu.

To view the settings for an HAC schedule:

1. Log in toSterling B2B IntegratorEBICS Client.
2. From theAdministrationmenu, select HAC Scheduling.
3. In the HAC Schedule Configuration page, using eitherSearchor List, locate and select the HAC schedule you want to edit, and click GO.
4. Click the partner name link for the HAC schedule you want to view.The HAC schedule settings are displayed.

To edit HAC schedules inSterling B2B Integrator, use HAC Scheduling in the EBICS Client Administration menu.

To edit an HAC schedule:

1. Log in toSterling B2B IntegratorEBICS Client.
2. From theAdministrationmenu, select HAC Scheduling.
3. In the HAC Schedule Configuration page, using eitherSearchor List, locate and select the HAC schedule you want to edit, and click GO.
4. Click the update icon adjacent to the HAC schedule you want to edit.
5. In the Update: HAC schedule information page, specify the values for the fields according to the instructions in the following table:FieldDescriptionBank ID(Host ID)Displays the Bank ID. Cannot be edited.Partner IDDisplays the Partner ID. Cannot be edited.User IDFrom the drop-down list, select the ID of the user.Restriction:There must be at least one user ID per partner ID, that is in state "Ready" and has permissions to submit orders of type HAC. Security mediumEnter the security medium.Request intervalFrom the drop-down list, select the interval for submitting HAC requests:
   • disabled
   • every 5 minutes
   • every 15 minutes
   • every 30 minutes
   • every hour
   • every 3 hours
   • every 6 hours
   • every 12 hours
   • every day
   • every 2 days

   This determines how often a new HAC order is submitted for the partner name to the bank ID with the user ID to collect order processing history data.

   Each HAC report contains all new order activities since the last HAC request results were issued.

   Purge expiryFrom the drop-down list, select when the collected HAC report data should expire:
   • never
   • after a day
   • after 2 days
   • after a week
   • after 2 weeks
   • after a month

   Expired HAC data records are automatically purged from the database during the next execution of the auto-purge process. The frequency of auto-purge execution is controlled by theHAC purge interval (in minutes)setting in the EBICS Client system properties. For information about the system properties, see Updating System Property Values.

   Important:If you select never, the HAC data records will never expire, and therefore will never be automatically purged from the database. Records will accumulate in the database indefinitely unless they are manually removed from the database tables when no longer needed.

   This selection applies only to HAC data collected in the future. Changing this value does not affect HAC data records already stored in the database. The change only affects data collected and stored after the new value is assigned. Existing data records will retain the value that was assigned at the time they were collected and stored in the database.

6. ClickFinish:

To delete HAC schedules inSterling B2B Integrator, use HAC Scheduling in the EBICS Client Administration menu.

To delete an HAC schedule:

1. Log in toSterling B2B IntegratorEBICS Client.
2. From theAdministrationmenu, select HAC Scheduling.
3. In the HAC Schedule Configuration page, using eitherSearchor List, locate and select the HAC schedule you want to delete.
4. ClickGO.
5. Click the delete icon next to the HAC schedule you want to delete.

Deleting the HAC schedule has no effect on already downloaded HAC status data in the database. These records remain in the table until their individual purge expiry date as set in the HAC schedule at the time the HAC request was submitted.

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