Configuring the IDM integration

  1. Log on to Infor Ming.le.
  2. Click the User menu icon in the toolbar, and select User Management.
  3. On the Users page, click + to create a new service account user.
    The Add Users dialog box is displayed.
  4. Specify this information:
    First Name
    Specify IDM-CaptureUser.
    Last Name
    Specify Capture.
    Email Address
    Specify an email address.
    Note: This does not have to be a valid email address. The new IDM-CaptureUser user is displayed in the list on the
    Verify Email / Send Invitation
    Clear this check box.
  5. Click Save.
    Users page.
  6. Add security roles to the new user.
    1. Click the User DetailsThe new IDM-CaptureUser user is displayed in the list on the icon in the row of the new IDM-CaptureUser user.
    2. Click the Security Roles tab.
    3. Click + to add roles.
      The Select Security Roles dialog box is displayed.
    4. Search for and select these security roles:
      • Infor-SuiteUser
      • IDM-AdvancedUser
      • MingleEnterprise
    5. Click ADD & CLOSE to add the selected roles to the IDM-CaptureUser user.
    6. Click the Save Item icon.
  7. Click the App Menu icon and select Infor ION API.
  8. Select Available APIs from the ION API menu.
    Ensure that “Infor Document Management” is among the options. If it is not, contact Infor Support. The Infor Cloud team must register IDM with ION API through CSP.
  9. Create an ION API File for the integration. Select Authorized Apps from the ION API menu.
  10. Click + to add a new authorized app. The Non-Infor Authorized App page is displayed. Specify this information:
    Specify IDM-Capture.
    Specify Backend Service.
    Specify IDM-Capture.
    Issue Refresh Token
    Set this switch to ON.
  11. Click the Save icon at the top of the page.
  12. Click the Download Credentials button next to the Secret field.
  13. A dialog box is displayed. Complete these steps:
    1. Flip the Create Service Account switch to the on position.
    2. In the Full Name field, specify IDM-CaptureUser. The IDM-CaptureUser user that was created earlier is displayed below the field you are typing in.
    3. Select that user and ensure the name is displayed with a blue highlight in the field.
    4. Click Download to download the IDM-Capture.ionapi file.
    5. Make note of the file's location. This file is required when configuring the Ephesoft batch classes in a later step.
  14. Click the App Menu icon and select Document Management.
  15. Click the Control Center icon in the upper right corner of the IDM landing page.
  16. Select Development > Examples.
  17. Click the How to Capture a document link. A zip file of example materials,, is downloaded. The file contains a sample batch class called This file can be uploaded into Ephesoft and used to verify the integration between the two applications.
  18. Extract the contents of the zip file to a location of your choice.
  19. Click the App Menu icon and select IDM Capture.
  20. Select Administrator > Batch Class Management.
  21. Select the BC1 batch class and copy the file path that is displayed in the Drop Folder field to the clipboard or to a text document. This path will be edited slightly to be used in one of the next steps.
  22. Go to the CaptureExample folder that was extracted in step 18 above. This folder contains a file.
  23. Drag and drop this zip file to the Import Batch Class section in the lower part of the Ephesoft window.
    After dragging the zip file into this section, the Import Batch Class dialog box is displayed.
  24. Paste the text you copied in step 21 above in the Drop Folder field. Then replace mailroom-import with CaptureExample.
    The Drop Folder field now contains, for example, this path: C:\Ephesoft\SharedFolders\CaptureExample.
  25. Click OK.
  26. The newly created batch class is displayed on the Batch Class Management page. Make a note of the batch class Identifier to be used later. Then double-click the newly created batch class.
  27. On the left side of the page, select Modules > Export > GENERATE_BOD_XML_PLUGIN.
    The configuration settings for GENERATE_BOD_XML_PLUGIN are displayed.

    Note the Mapping File Path because you must edit this value in the next step.

  28. Modify the mapping file path.

    Initially, the content of the Mapping File Path field is similar to this example:


    Note the <EphesoftApplicationLocation> and “<BatchClassFolderBC>”. You must change these values to match the current settings of the Batch Class that is being edited.

    Complete these steps:

    1. Change <EphesoftApplicationLocation> to C:\Ephesoft.
    2. Change <BatchClassFolderBC> to the Batch Class Identifier you determined in step 26.
      For example, if the Batch Class Identifier is BC7, you must change <BatchClassFolderBC> to BC7. In this example, the Mapping File Path is now C:\Ephesoft\SharedFolders\BC7\plugin-mappings\
    3. Leave the Create BOD XML value on its default setting.
    4. Click Apply.
  29. On the left-hand menu, select IDM_EXPORT_PLUGIN.
    The configuration settings for IDM_EXPORT_PLUGIN are displayed.
  30. Specify this information:
    Mapping File Path

    Initially, the content of the Mapping File Path field is similar to this example:


    In the Mapping File Path field, replace the <EphesoftApplicationLocation>\SharedFolders\<BatchClassFolderBC> section with the path you determined in step 28.

    For example, if you replace that section by C:\Ephesoft\SharedFolders\BC7, the full location should is similar to C:\Ephesoft\SharedFolders\BC7\plugin-mappings\

    Authentication Type
    Change this value to ION API.
    Keystore Path
    Leave this field on its default setting.
    Publish BOD
    Leave this field on its default setting.
    Export to Folder
    Leave this field on its default setting.
    Export Folder Path
    Specify the Batch Class' folder path.

    The path has this format: <EphesoftApplicationLocation>\SharedFolders\

    For example: <BatchClassFolderBC>C:\Ephesoft\SharedFolders\BC7

    Click Choose File and upload the ION API file that was downloaded earlier in step 13.
  31. Click Apply.
Note: During the initial testing described within this document, we recommend that you leave the Publish BOD value OFF. You must set Publish BOD ON within any Batch Class that must publish data to an Infor ERP. For additional details, see the integration guide specific to your ERP.