Infor SyteLine Application Administration Guide (On-premises)

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About this guide
Additional documentation
Online help
System requirements and prerequisite knowledge
System architecture
SQL Server
All-in-One Database
DMZ server
Clients
End-User client, Smart client, or Admin client
Web client
Classic view
Intelligent Data Objects (IDOs)
Windows Terminal Server
Upgrading and uplifting
Requirements
Upgrade
Post upgrade
Uplift
Apply recommended patches
License management
List of License Modules
Authorizations
Object Authorizations for User
Object Authorization for Group
Users
Groups
System Authorizations
Creating "super users"
Assigning a user to a group
Assigning a user to a primary group
Viewing group authorizations
Editing authorizations for a user in a group
Forms security
Changing passwords
Copying user tables
Performing configuration tasks in a command line
Populating an empty database
Setting Up Currencies
About Records not Converted by Domestic Euro Currency Conversion
Details of Domestic Currency-to-Euro Conversion
Euro Currency Overview
How the System Handles Multi-Currency Transactions
Multi-Currency Overview
Multi-Currency Setup
Using Currency Exchange Rate Overrides
Setting Up the Euro Currency Code
Example: Rate is Divisor
Example: Rate is Divisor - Euro Currencies
About the Euro Exchange Rate Revaluation Utility
Setting Up Mobile Access
Example: Distributing the URL
Setting Up Mobile Access
Customizing Mobile Forms
Switch Sites Overview
Mobile - Setting Up to Kill Long-Running Tasks
Monitoring Disk Space
Monitoring a Service
Setting Up Multi-Site Processing
Multi-Site Overview
About Replication
Adding a site to an existing database
About Site Groups
Setting Up Inter-Site Parameter Records
Migrating Data to a New Site
Importing Site Data by Remote API Calls
Importing Site Data by Files
Processing Site Data Migration Errors
Moving Items or Materials Between Sites
Example: Site Groups
Setting Up Tax Processing
Setting Up Tax Systems
Setting Up a Parametric Tax System
Entering Tax Code Information (Area-Based)
Entering Tax Code Information (GST/PST)
Setting Up Default Tax Codes
About GST Adjustments Due to Discounts/Allowances
Setting up parameters and tax codes for Making Tax Digital (MTD)
Using EU Reverse Charges and Acquisition Rates with MTD
Setting Up Workflows
About Publications, Categories, Subscribers, and Key Values
About Workflow Event Handlers
Setting Up and Activating Workflow Event Handlers
Modifying Workflow Event Handlers
Configuring the ERP for use with Infor Document Management
Setting Up the IDM Integration Workflow
Prerequisites for IDM integration
Setting up the IDM connection in the ERP
Activating the IDM workflows in the ERP
Importing ERP-related definitions into Document Management
Verifying the configuration for IDM workflows
Document types and their assigned roles
Understanding the IDM Workflow Log
Customizing the IDM Integration Workflows
IDM Document Workflow Example
Troubleshooting IDM workflows
Configuring Infor Document Capture with Infor OS
Upgrading Document Management features
Setting up an audit log
Auditing Overview
Using the Audit Log
Defining types of messages for the Audit Log
TaskMan and background tasks
Overview
Setup during installation
Background task setup
Configuring printers
Defining Report/TaskMan settings on the Intranets form
Activating email notifications
Specifying email addresses
Enabling email attachments
Defining excluded tasks
Creating background task definitions
Running stored procedures, executables, and IDO methods using TaskMan
Running stored procedures
Running executables
Database connections for an executable
Returning error information from an executable
Running IDO methods
Managing background tasks
Scheduling reports and utilities to run in the background
Checking which background tasks are running
Deleting a waiting task
Viewing background tasks that have run
Using Store and Get options with tasks
Store options
Get options
Options defaults
TaskMan substitution keywords
Running TaskMan in debug mode
Restarting the service to enable debug mode
Enabling debug mode on the Process Defaults form
TaskMan debug mode messages
Checking TaskMan events in the event log
Troubleshooting
TaskMan does not start
Changes to Intranets form settings are ignored
Background task runs but has no history record
Labels not replaced with string table values
Transport failed to connect to the server
Event messages from TaskMan
Using SQL Profiler to trace TaskMan instances
Stored procedures used for performance benefit
Using Logical Folders to Store Files
Setting up a File Server for SyteLine in the Cloud
Setting up a File Server for SyteLine On-Premises
Setting Up a Web-based File Server
Configuring Logical Folders
List of Logical Folders to Define
Uploading Files to a Logical Folder
Downloading Files from a Logical Folder
Deleting Files from a Logical Server
Upgrading to Logical Folders from Flat Files
Recovering after a system crash
Crash Recovery utility
Unlock Locked Functions
Unlock Locked Journals
Deleting stranded sessions
About the Privacy Utility
Setting up the Privacy Utility for Electronic Signatures
Finding and reporting personal data about individuals
Redacting (X out) personal data for an individual
Auditing the use of the Privacy Utility
Feature Management
Managing Features
About Feature Management
Miscellaneous Other Topics
About Electronic Signatures
About Viewer Forms
About Home Flows
About Staging Tables
About web forms
BI Forms Overview
Crash Recovery Steps
Creating Dimensions and Attributes for Extended Data Analysis
Database name change
Defining a Table Join
Defining an Attribute
Understanding how entities and BODs are used in business context messages
Defining Metadata for JSON Business Context Messages
Deleting Debugging Data
Displaying User Defined Fields Defined in Earlier Versions
Editing a Default Field Label
Enabling the User Defined Tab
Entering a Reason Code
Export Documents for Delivery Orders
Features-and-Options Product Configurator Steps
Importing Startup Wizard Setting Files
Installing Languages into a Database
Mapping ISO 4217 Currencies to Existing Currencies
Mapping ISO Countries to Existing Country Names
Navigating the Concept Forms
Recommended Patch Analysis
Saving Form Runtime Changes
Selecting Critical Numbers to Display in Infor Ming.le
Setting up a Customer or Vendor Document Profile
Setting Up Incremental Date Ranges for Reports That Run in the Background
Sources for Notes
Troubleshooting the Help
Using Input Masks to Set Up Field Formats
Using the Calculator with the Keyboard
Using the Calculator with the Mouse
Using the Form Action Threshold form
Using the Increment Date Field
Using the 360 Forms
Viewing Debugging Data
Year End Procedures - Overview
List of Reports
Business events that generate outbound BODs
Inbound BOD usage
BODs used in integrations with this application
Outbound BODs from the ERP to integrated applications
Inbound BODs to the ERP from integrated applications
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