Setting up the IDM connection in the ERP

In SyteLine, set up the IDM integration:

  1. Use the External App Parameters form to set up the connection to Document Management.

    You must use this form at each site to set up a connection to the Document Management application. Multiple sites can connect to the same instance of Document Management. Specify this information:

    Note:  If Infor OS is in the Cloud, your Infor representative can provide the URL and connection information.
    Application Name
    Specify IDM.
    Application Instance
    If you are defining more than one instance of Document Management, describe the difference.
    URL
    Specify the URL of the Document Management application, typically https://hostname.infor.com:9543/ca.

    If Infor OS is in the Cloud, you can find the URL in the Control Center home page of the Document Management application.

    Authorization Method
    If you select OAuth1, the API call functions as a back-end service, facilitating the impersonation of the user who is actually creating the documents. In this case, specify the consumer key as the User Name and the secret key as the Password. We recommend that you use the OAuth1 method so that multiple SyteLine users can generate reports and send them to IDM.

    For help obtaining the OAuth user name and password, contact Document Management support by logging a support incident and selecting Infor Document Management as the product line.

    If you select Basic, IFS user authentication is used. In this case, specify a domain name and password.

    SyteLine users are matched to Document Management users through the Infor OS Portal or Infor Ming.le (IFS) GUID value, which is shown in the Workstation/Domain ID field of the Users form.

    Is Active
    Ensure that this field is selected for the instance of Document Management that you want to use.

    See the online help for assistance with the fields on this form.

  2. Click Verify. If a green check mark is displayed beside the button, the connection is working. If a red X is displayed, the connection is not working.