Creating a user profile for external applications

  1. On the External App Parameters form, specify this information:
    Application Name
    Specify the name of the connecting application, for example, Infor Document Management (IDM).
    Application Instance
    Specify the instance name that is used for the connecting application.
    Note: You can create one to many instance names for each Application Name.
    URL
    Using the HTTPS format, specify the URL of the connecting application. For example, for IDM, specify https://servername:port/ca.
    User Name
    Specify the user ID that is used for logging into the connecting application.
    Password
    Specify the password for the connecting application username account.
    Confirm Password
    Retype the password.
  2. Select the Authentication method.
    Note: For IDM, OAuth1 method accepts consumer key as username and secret key as password. Basic authentication uses a domain account. OAuth1 is chosen as a backend service account so impersonation can be implemented rather than have every IDM CreatedBy and UpdatedBy value applied to the same user. Although other authentication methods are listed, only Basic and OAuth1 are currently supported.
  3. Select the Is Active check box if the record is active. Clear this check box if the record is inactive.
  4. Optionally, click Verify.
  5. Click Save.
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