Adding Document Capture to Infor OS
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Add an application for Document Capture.
- Log on to Infor OS as an administrator or open the previous session.
- On the User Menu, select Admin Settings.
- Click Add Application.
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Specify this information:
- Application Type
- Specify Non-Infor.
- Application Name
- Specify Document Capture.
- Application URL
- Specify the Ephesoft Transact URL that is provided in the email from subscription@infor.com.
- Icon
- Select any of the available icons for the Capture application and select a color of choice.
- Pass Parameters in the Iframe URL
- Clear this check box.
- Click Save.
- Click the Permissions tab.
- Click Add new users or IFS Security Roles.
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In the search box, specify IDMCapture. These security
roles should be displayed:
- IDMCAPTURE-User
- IDMCAPTURE-Administrator
- IDMCAPTURE-SystemAdministrator
- For the security roles that are listed above, select the check boxes.
- Click Done.
- Click Save.
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Add a service provider.
- Click the User Menu icon.
- On the User Menu, select User Management.
- Click the upper left Menu icon.
- Select Security Administration > Service Provider.
- Click the plus icon to add a service provider.
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Specify this information:
- Application Type
- Specify IDMCAPTURE.
- Display Name
- Specify IDM Capture.
- This field is case-sensitive.
- Entity ID
- Specify the SP Entity ID that you noted previously.
- See Making a note of the Service Provider ID in Ephesoft Transact.
- This field is case-sensitive.
- SSO Endpoint
- Ensure HTTP Post is selected.
- Copy the Ephesoft Transact URL from the email that is provided by subscription@infor.com and paste it in the SSO Endpoint field.
- Add /saml/SSO to the end of the URL.
- Example: <Ephesoft Transact Application URL>/saml/SSO
- SLO Endpoint
- Ensure HTTP Post is selected.
- Copy the Ephesoft Transact URL from the email that is provided by subscription@infor.com and paste it in the SLO Endpoint field.
- Add /saml/logout to the end of the URL.
- Example: <Ephesoft Transact Application URL>/saml/logout
- Signing Certificate
- Upload the appropriate .cer file. To do
this:
- Access the email from subscription@infor.com. This email should contain an .abc file.
- Right-click the .abc file.
- Select Save As and save the file locally.
- In the file name, replace the .abc extension with .cer.
- Click the file folder icon next to the Signing Certificate field.
- Upload the
.cer
file you just saved locally.
- Click the Save icon.
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Export SAML metadata to a file.
- On the row that has IDM Capture as Display Name, click the icon under Edit.
- The service provider details are displayed. Under Identity Provider Information, click View.
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In the Identity Provider Information dialog box, click
Export SAML Metadata.
Note: Save this file so that you can upload it when you configure SSO for Ephesoft Transact.