Initial implementation

The general flow for an initial implementation of CPM BOD integration is:

  1. The Infor source system publishes BODs to its ION outbox.
  2. Install CPM.
  3. Create a CPM BOD database and data source connection.
  4. Start the CPM BOD service.
  5. Configure Infor ION to route the Infor source system BODs to the ION inbox in the CPM BOD database. CPM also supports a direct outbox connection.
  6. Set the properties for the CPM BOD service on the Set Properties page. See BOD properties.
  7. After a full set of Infor source system BODs are processed, disable inboxMonitoring for the CPM BOD service.
  8. Create a CPM model and application.
  9. Enable inboxMonitoring for the CPM BOD service on the Set Properties page.
  10. Optionally, establish ION routing rules for the Infor source system to receive financial data or structure BODs from CPM.
  11. Optionally, publish financial data or structure BODs from CPM.