How to: Set Up a Document Exchange Service

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You use an external service provider to exchange electronic documents with your trading partners. For more information, see Data Exchange.

To set up a document exchange service

  1. In the Search box, enter Doc. Exch. Service Setup, and then choose the related link.

  2. Fill the fields as described in the following table.

    Field Description

    User Agent

    Enter any text that can be used to identify your company in document exchange processes.

    Doc. Exch. Tenant ID

    Enter the tenant in the document exchange service that represents your company. This is provided by the document exchange service provider.

    Enabled

    Specify if the service is enabled.

    Dn951538.note(en-us,NAV.90).gifNote
    As soon as you enable the service, at least two job queue entries are created to process the traffic of electronic documents in and out of Microsoft Dynamics NAV. When you disable the service, the job queue entries are deleted.

    Signup URL

    Specify the web page where you sign up for the document exchange service.

    Service URL

    Specify the address of the document exchange service, which will be called when you send and receive electronic documents.

    Login URL

    Specify the logon page for the document exchange service, which is where you enter your company’s user name and password to log on to the service.

    Consumer Key

    Enter the 3-legged OAuth key for the consumer key. This is provided by the document exchange service provider.

    Consumer Secret

    Enter the secret that protects the consumer key. This is provided by the document exchange service provider.

    Token

    Enter the 3-legged OAuth key for the token. This is provided by the document exchange service provider.

    Token Secret

    Enter the secret that protects the token. This is provided by the document exchange service provider.

Note

It is recommended that you protect the logon information that you enter in the Document Exchange Service Setup window. You can encrypt data on the Microsoft Dynamics NAV Server by generating new or importing existing encryption keys that you enable on the Microsoft Dynamics NAV Server instance that connects to the database. This is described in the following procedure.

To encrypt your logon information

  1. In the Document Exchange Service Setup window, on the Home tab, in the Encryption group, choose Encryption Management.

  2. In the Data Encryption Management window, enable encryption of your data. For more information, see Manage Data Encryption.

See Also

Tasks

How to: Set Up a Document Exchange Service
How to: Send Electronic Documents
How to: Receive and Convert Electronic Documents

Concepts

Data Exchange
Incoming Documents
Business Functionality

Other Resources

Document Exchange Service Setup