Requirements

To use the Search feature, ensure that these requirements are met:

  • You have an on-premises installation.
  • You are using Microsoft Office 2016 or 2019.
  • You are using SyteLine 8.03 or later version.
  • The IDO Request Web Service and the SyteLine Application Search Web Service options are installed on the SyteLine utility/web server.
  • The account that the Search Web Service runs under must have read and write permissions to create a file in the folder where the service executable file is installed. If those permissions are not granted, give them to any user who will use the search feature. Give those permissions to the folder typically located here (you may have installed it to a different location): C:\inetpub\wwwroot\ApplicationSearchServiceForOffice. This folder is created on the utility server during the initial setp of SyteLine. If the folder does not exist, run the Infor ERP SL Configuration Wizard on the utility server and add the Application Search Service for Office component. See the SyteLine Installation Guide for instructions on how to add that component.
  • In an on-premises environment, SyteLine users must be assigned a SyteLineAutomation license, or Infor SyteLine users must be assigned an Automation license. (For more information about this license type, see the Infor SyteLine Licensing Administration Guide.) In a cloud environment, SyteLine users do not require a special license to use the Search feature.
  • You must have a user account on the SyteLine configuration to which the Search Service will connect.
Note: The "Use workstation logon" setting should be set up for this user in SyteLine, so that no login screen displays when you click on a link to display a form.
  • This SyteLine user account must be set up with Execute and Read privileges on the IDO object SearchItems.
  • A system administrator must set up appropriate search items and full-text indexing of tables in SyteLine. For more information, see the SyteLine online help topic about setting up search items for Mongoose Application Search.