Creating Configuration Groups

Infor CPQ only. To enable the users to see the appropriate components when configuring a quote, you must create the configuration groups.

only.

To create configuration groups:

  1. Sign in to the Infor CRM Web Client as Administrator.
  2. In the Navigation Bar, expand Administration and then click Integrations.
  3. In the Integrations List View, click Infor CPQ.
  4. In the Integration - Infor CPQ Detail view, select the Enabled check box and then click Save.
  5. Click the Configuration Group tab and click (Add Configuration).
  6. In the Add Configuration Group window, specify the information that connects Infor CRM to the product information in the product configurator. If you do not have this information, contact the CPQ administrator.
    Application Name
    The application name registered in the Product Configuration Manager Enterprise Manager. It is a combination of the configuration model and the output database. For example, InforCRM_DB.
    Config Group Name
    Specify the intuitive name of the choice.
    Description
    A description of the group.
    Instance Name
    The instance ID that identifies the database instance. For example, InforCRM_DB. A single server can host several instances of PCM Configurator.
    Name Space
    The namespace of the product configurator model as defined in PCM Design Studio.
    Ruleset Name
    This is the name of the Product Configuration Model as defined in PCM Design Studio. For example, if the product being designed is a bicycle, the Ruleset name assigned can be Bike.
    Service URL
    The URL for the Integration Web Service.
    API Key
    The key used to identify the tenant connection to the API. This key can be acquired by the tenant administrator through the PCM Home page. Keep this key private.
  7. Click Test link.
  8. If the test status is successful, click OK.
  9. Repeat steps 5 through 8 for each Configuration group you need to add.
Parent topic: CPQ
Related topics