Setting Up Mobile Access

  1. For on-premise only: Ensure that the Application & Web Server server role is installed. The web client is used to display the mobile forms on users' mobile devices.
  2. For on-premise only: On the application server, make sure the Infor Framework Event Service is running.
  3. For on-premise only: On the Intranets form, set up information about your SMTP  server: the SMTP server name, a valid From Email address, and in the Delivery Method field, select Network.
  4. On the Email Types form, create types such as Mobile, Work, and Home.
  5. On the Users form, define a default mobile Home page for the user. This is the form that displays on their mobile device when they log in using the URL (see below). For example, HomePage_SP.mobi is intended for salespeople and has links to graphs and information that is useful to salespeople. Infor has predefined several  Home pages. You can use these pages as-is, customize them,  or create additional mobile home pages.
  6. On the Users form, set up the user's email address to receive email notifications. In the grid on the Email tab, set up an email address of type Primary. If you want the user to receive notifications as texts on a mobile device, specify the user's mobile address, for example 614555-5555@provider.com, as the primary email address. Save the record. Then, in the fields above the grid, select Send External Notifications and select the primary address. (This email address is the default address that displays on mobile forms such as Subscribe to Alerts.  The user can change the address on those forms.)  
  7. For on-premise only: Click User Modules and assign the Mobile or Mobile_MS license module to the user. Return to the Users form.
  8. In the Groups tab on the Users form, assign the appropriate authorizations for the mobile user. There is an authorization group defined for each "role" (for example, there is a "Mobile IT" authorization group that allows access to the IT mobile forms).
  9. Open the Workflow Event Handler Activation form.
  10. For each handler that your mobile users will need, click Active.  
  11. In most cases, that is all you need to do on this form, but some handlers have additional steps.  
    On-premise only: For example, if you want your IT mobile users to monitor resources, select the Alert on Status of Monitored Resources row and make sure it is Active.
  12. Save the record.
  13. Click the Event Triggers button to open the Event Triggers form.
  14. For the MonitoringResources event, set a polling interval, in seconds, for Condition Retest Interval and Trigger Reset Interval.
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