Prerequisites

These are the prerequisites for a user to run the automation process:

  • The user account must be authorized in the RPA mastermind section.

    To authorize the user, select OS > RPA Management > Authorization and click Authorize for IONAPI.

  • The user must set up a device to run an automation job in unattended mode.

    To add the device, select OS > RPA Management > Manage > Devices and click + Add Device.

  • The user account must be added to the mastermind process flow users list.

    To add the user, select OS > RPA Management > Manage > Processes and click Add.

  • The user must define the process arguments for each process.
    To define process arguments for the user, perform these actions:
    1. Select OS > RPA Management > Manage > Processes. The Processes screen is displayed.
    2. Click the Details icon for a process.
    3. Click Process Arguments. The process arguments are listed in the Process Arguments tab.
    4. Specify the argument values.
  • The user must have access to Infor CSD.
  • The user must have access to Infor Document Management (IDM).
Note: This version supports the automation from a shared folder or an email from the Microsoft Office 365 Cloud.

Prerequisites to run the automation from Microsoft Outlook

These are the additional prerequisites for a user to run the automation process from Microsoft Outlook:

  • The user must define the OAuth for the Microsoft Office account.

    To define OAuth, perform these actions:

    1. Select OS > RPA Management > Settings > Configuration.
    2. Click OAuth provider. The Oauth Provider Settings screen is displayed.
    3. Select + Add oauth provider > Microsoft office 365.
    4. Specify Microsoft Office 365 as the application name along with the required Microsoft account details of the user, which are defined on portal.azure.com.
    See, Infor OS User and Administration Library (Cloud).
  • The Microsoft Office account of the user must be authorized in the RPA mastermind section.

    To authorize the Microsoft Office account, select OS > RPA Management > Authorization and click Authorize for Microsoft Office 365.

Prerequisites to run the automation from a shared folder

These are the additional prerequisites for a user to run the automation process from a shared folder:

  • The user must create the POD folder in a runtime machine, for all the warehouses to run the automation from a shared folder.

    For example: C:\InforRPA\CSDPickTicket\Warehouses\WarehouseA.

  • The user must define the Notification_Config.txt file in the Warehouses folder to configure the notifications about the automation.

    The format in the txt file must be Warehouse folder name;USER/GROUP;ION ID;true/false, where:

    • USER/GROUP represents whether the user or the group must be notified.
    • ION ID represents the ID of the user or group in the Infor ION application.
    • true/false represents whether the user or the group must be notified via email.