Infor PLM for Process (Optiva) Online Help

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About This Guide

Verification objects

Label management objects

Object components

Optiva data model

Logging into Optiva

Navigating the Optiva Home page

Viewing object titles in browser tabs

Configuring the Optiva menu bar

Viewing the session information

Managing objects

Rules control creating new objects

Default record data copied to a new empty object

Copying objects

Working with references and views

Working with extension tables

Adding context information

Adding status codes

Working with sets

Exporting grid data to spreadsheets

Locking objects

Checking out objects

Locking in the Web Client

Optimistic locking

Updates to the Modify fields

Releasing locks

Workflow and locking

Finding objects

Changing criteria in the Quick Search form

Running a Quick Search from the Quick Search form

Advanced Search

Examples of Advanced Search

Launching workflows from the results

Using the <Search Object> forms

Common tabs in the Search forms

Using the Search modes

Simple search mode

Example of simple search

Advanced Search mode

Advanced search example

Toggling between search modes

Search strings with unicode characters

AND logic versus OR logic

Using wildcards

Formula example

Parameter example

Searching for missing values

Searching for values outside a specified range

Searching for parameters with text string values

Specifying search criteria for extension tables

Saving search criteria

Specifying multiple sets of criteria

Starting and stopping the search

Viewing the search results

Navigating to the Compare form

Document attachments and embedded images

Attaching documentation

Specifying information in the Notes tab

Attaching files or URL paths in the Attachments tab

System ID numbers

Attaching images in the Embedded Images tab

Working with IDM attachments

Security privileges

Adding attachments and uploading them to IDM

Uploading subsequent changes to IDM

Deleting attachments from Optiva and IDM

Linking attachments between different Optiva symbols

Attaching documents from other Optiva objects

Viewing linked attachments

Overview of common usage of the user interface

Selecting multiple values

Working with hyperlink objects

Using auto complete instead of the Lookup

Which Lookup is used for auto complete?

Freezing the leftmost columns in a grid

Unfreezing columns

Moving frozen columns

Hiding and showing columns

Changing column widths

Sorting columns

Resizing sections

Moving or rearranging a row

Copying and pasting rows

Filtering data in rows

Saving a grid as the default layout

Custom Views for grids

Removing custom views

Applying the font styles

Formatting tags

Copying information from other applications

Exporting font styles from Optiva

Crystal Reports

context information

ingredient statement

intersect command

manufacturing location

notamember function

selling location

unit of measure (UOM)

Advanced Workflow Management

About This Guide

Managing projects

WIP Detail dialog

Creating the action sets

What are stage gate action sets?

Assigning tasks

Creating stages and tasks

Specifying simultaneous actions

Configuring user input

Getting started in the Gantt tab

Accessing the Gantt tab

Pending Tasks grid

Working in the Gantt tab

Opening the WIP Detail dialog

Adding or inserting a task to the Gantt tab

Deleting a task in the Gantt tab

Changing the duration of an open task

Completing the tasks

Completing stages and tasks in one step

Recalculating dates for the open tasks

Changing the start date for an entire project

Changing views in the Gantt tab

Specifying fixed dates for action steps

Backward scheduling from a certain point within the workflow

Forward scheduling

Viewing the critical paths

Skipping steps in action sets

Skipping steps from the Launch Workflow page

Skipping steps in the Project Management page

Showing and hiding the skipped steps

Unskipping steps in the Project Management page

Elasticity in upstream tasks

Completing tasks early or late

Example with elasticity

Example without elasticity

Using Visual Workflow

Configuring Visual Workflow

Navigating in the Visual Workflow tab

Working with stages in the Visual Workflow tab

Working with complex loop lines in the Visual Workflow tab

Assigning users to tasks

Accessing the Assign Users to Task page

Identifying the primary user from the Gantt tab

Changing the primary user

Viewing the load for each user

Assigning multiple users to the same task

Workload calculations

Managing user load

Specifying date criteria

Executing the search criteria

Understanding the load percentages

Reviewing the load for your employees

Reviewing the load for any user

About This Guide

Nutrition values

Nutrition labels

Rules for calculations

Interaction of Analysis components

Types of analyses

Specifying the supporting data

Defining the scale factor

Calculating by volume

Example of scaling

Assigning rules for Analysis

Specifying the upper iteration through calculation

Specifying the source objects for Analysis

Comparing the source objects

Indicator for incomplete rollup values

Running the analysis and capturing the results

Clearing results data from the Analysis object

Configuring Optiva

Configuring for Analysis functions

Scaling to Mass UOM

Creating the source row tags

Creating the result row tags

Rules for equation calculations

Assigning rounding rules to the parameters

Degradation rules

Rules for percent daily value

Equations that use row tags

Equation calculations for nutrition

Recommended label values

Equation functions and variables

AnalysisSetResultValue(RowTag, Param, Value)

DailyValueRule(Param, DailyValueCode)

DegradationRule(Param, DegradationRuleCode)

RoundingRule(value[, param, ParameterRoundRule, AdditionalIncrements])

TableLookup(QueryName[, paramN])

TableLookupEx(QueryName, DataTableName[, paramN])

RowTag(mode, analysis_code[, rowTag] [,paramCode])

Assigning result row tags to equations in the lab

Assigning source row tags to equations in an analysis

Parameters for Analyses into the lab

Filters for Analysis parameters

Creating the parameter filter for Analysis

Templates for Analysis

Font for incomplete rollup values

Clearing results from an Analysis

Analysis data for Label Content

Guidelines and Restrictions

About this guide

Standard guidelines

Specific guidelines

A guideline check matches values

Checking for values

Running a guideline check

Criteria for finding guidelines

Display options

Excluding statuses

Context criteria

Conventions for the Include Context column

Subformulas are included in the check

Process for running a guideline check

Starting with the guideline check

Re-running a guideline check

Viewing the results

Preparing for configuration

Configuring Item Groups for guidelines

Configuring the standard guidelines

Defining a default guideline

Modifying the @DFLT standard guideline

Defining additional text for the default guideline

Modifying the @DFLT additional text

Configuring a standard guideline

Variables used to filter all guidelines

Creating a standard guideline

Deleting a standard guideline

Configuring the item and parameter guidelines

Upgrading Guidelines and Restrictions data

Adapting the item or parameter guideline

Drilling down to configure item or parameter guideline

Example of a standard guideline

Assigning multiple guidelines

Previewing the guidelines

Saving guidelines

Removing the guideline assignments

Viewing Where Used

Dosage compliance

Calculating the dosage

Formula example

Configuring Optiva for dosage

Configuring the guidelines for Dosage

Quenching for sensitizers

Quenching example

Viewing the details of the function code

Configuring Optiva for quenching

additional text

default guideline

guideline check

parameter guideline

standard guideline

Label Management

About This Guide

Components of an ingredient statement

Ingredient statement rules

Ingredient statements

Previewing the ingredient statement text

Saving the preview text of an ingredient statement

Quantity precision in the preview

Using groups in ingredient statements

Adding sections to ingredient statements

How ingredients are linked to sections

Example of two sections

Example of two sections and one subsection

Adding reconstituted items to the statement

Getting started with ingredient statements

Searching for ingredient statements

Creating an ingredient statement rule

Adding items and groups to the rule

Designating sections in the rule

Creating an ingredient statement

Specifying the formulas on the ingredient statement

Specifying the rule on the ingredient statement

Applying the rule to the ingredient statement

Previewing the statement

Reapplying the rule or updating the preview

Formatting numeric values

Saving the preview text

Applying font styles

Working with ingredient statements

Working with the display options

Viewing the status of an ingredient statement

Combining ingredients

Example of combining ingredients

Hiding ingredients from the preview results

Choices for Line Type

Error checking for more than one formula

Reporting thresholds for items

Showing the quantity percentages

Working with sections

Adding sections

Adding a subsection

Promoting the subsection ingredients

Example of promoting the subsection ingredients

Changing the statement text

Statement text in multiple languages

Changing the sort order

Example of sort type

Moving ingredients between sections in an ingredient statement

Viewing the exceptions to the rule

Rearranging rows in the ingredient statement

Using reconstitution rules

Example of using reconstitution rules

Comparing ingredient statements

Using the Ingredient Statement Compare form

Multiple ingredient statement rules

Adding multiple rules to an ingredient statement

Example of multiple rules

Creating a never explode rule

Creating child ingredient statements

Viewing child ingredient statements

Creating the child ingredient statement

Setting up child ingredient statements

Calling the child ingredient statement

Child ingredient statements override manufacturing item formula explosion

Viewing ingredients

Generating child ingredient statements in multiple languages

Multi-language ingredient statements

Generating statements in different languages

Hierarchy for generating the correct statement label

Item groups in sections and subsections

Using the Switch Language button

ObjMethod Function

Using multiple languages for child ingredient statements

Adding preview text to function codes

Parent ingredient statement rule with child ingredient statement

Parent ingredient statement with child ingredient statement

Profile attribute hierarchy for child ingredient statements

Database upgrade

Getting started with label content

Specifying the properties of label contents

Specifying ingredient statements for the label

Applying font styles

Specifying parameter values for a label

Specifying the claim text

Generating the claim text automatically

Formula example

Analysis example

Adding claim text manually

Specifying free-form statements for the label

Saving the label content

Working with claims

Examples of label claims

Components of a label claim

Entering claim text manually

Example - Automatic and manual label claim statement

What differentiates claims from text statements?

Supported symbols

Formula example

Constructing the claim

Label claim definitions

Creating a label claim definition

Label claim rules

Creating the label claim rule

Examples of label claim rules

Assigning claim rules to a claim

Adding claim text to a Label Content object

Printing the claim text on product labels

Configuring Optiva for ingredient statements

Enumerated lists

Alternate quantity percentages

Configuring the section titles

Default sections

Showing the section titles

Reconstituted items

Example of a reconstitution rule

Applying global thresholds

Alternate formulas for ingredient statements

Example of displaying the sublabel

Profile attributes

Profile attributes for an ingredient statement preview

Configuring Optiva for label content

Label content classes

Quantity types for servings

Document codes for ingredient statements

Delimiters to separate statements

Columns for Analysis parameter data

Configuring the Results row tag

Columns for other Object parameter data

Text statements for a label

Groups of text statements for labels

Values for label claim definitions

Types of label claims

Row tags for Analysis objects

grouping threshold

ingredient statement

label claim definition

label claim rule

label content object

reporting threshold

sorting threshold

statement group

New Product Dev and Introduction (NPDI)

About This Guide

Common attributes for NPDI objects

Parameters for NPDI objects

Data types of parameters

Categories of parameters

Parameter filters

Item component types

Alias codes and CAS numbers

Explode formulas to constituent level

Item contributions to the formula

Parameter calculations for formulas

Indirectly nesting and directly nesting of formulas

Example of a master formula

Alternate ingredients

Alternate numbers

Adjusting formulas

Example of rescaling a formula

Scaling a formula to the quantity of one item

Adjusting the item quantities to a parameter value

Adjusting the item quantities to new yields

Relationship of formulas to labs

Relationship to items and formulas

Object comparisons

Product development

Project hierarchies

Project budgets

Parameters roll up to the parent projects

Object relationships

Process for defining items

Choosing an item (component) type

Assigning general information

Assigning the alias codes

Assigning parameters

Specifying sources for parameter values from other objects

Copying parameter values

Specification as the source type

Creating item instructions

Adding instructions to the item

Instructions on formulas or specifications

Configuring items for ingredient statements

Creating constituent formulas for raw materials

Constituent Example

Calculating the parameter values for constituent formulas

Viewing the constituent formulas

Adding constituent formulas to another formula

Editing constituent formulas

Process for defining formulas

Assigning general information

Specifying formula yields

Adjusting formula yields

Adding ingredients

Formatting values in the Item Lines grid

Creating a new item using the Functions menu

Splitting ingredients

Assigning byproducts

Byproducts affect formula yield

Byproducts affect formula rollup and cost parameters

Byproducts for post-consumer processing and reconstitution

Item codes for post-consumer processing

Viewing the pre-consumer formula

Adding instruction items

Editing the instructions for the current formula

Example of formula instructions

Assigning parameter values

Calculating rollup, cost and equation total parameters

Rolling up new parameter values from sub-formulas

Parameter values that are empty

Adding sub-formulas

Structure of a directly-nested sub-formula

Structure of an indirectly-nested sub-formula

When to use directly nested formulas

When to use indirectly nested formulas

Adding a directly nested sub-formula

Changing a directly nested sub-formula

Adding an indirectly nested sub-formula (through an item)

Updating indirectly nested sub-formulas (Entered as items)

Item status is used for indirectly nested formulas

Constituent formulas

Exploding and combining ingredients

Example of exploding a sub-formula

Exploding indirectly nested formulas

Creating a sub-formula within the Item Lines grid

Combining like ingredients

Designating a master formula

Assigning an item code to a formula

Viewing formulas assigned to manufacturing items

Adding master formulas to formulas

Assigning alternate ingredients

Defining ratios for primary and alternate ingredients

Using alternate ingredients

Adding alternate ingredients

Removing alternate ingredients

Exchanging the primary ingredient with an alternate group

Removing primary ingredients

Replacing ingredients

Examining item contributions for a formula

Examining item contributions for all formula parameters

Working with the panes in the Formula Item Contributions form

Scaling sub-formulas

Examining item contributions for a single parameter

Formula quantities

Functions for parameters

Functions for items

Calculating formula parameters from items

Rolling up a single formula

Calculating the current formula

Implicit calculation upon saving

Calculating the sub-formulas and roll up values

Rolling up from sub-formulas

Global Calc for many formulas

Overriding parameters manually

Resetting parameter values for automatic calculations

Quick Calc for formulas

Example for Quick Calc

Alternate column calculations for ingredients

Example of attribute columns

Checking constraints for items

Rescaling a formula

Refreshing column totals

Scaling a formula to item quantities

Adjusting items to a new yield (total)

Adjusting items to a yield (quantity sufficient)

Example for yield quantity sufficient

Setup yield quantity sufficient

Yield quantity sufficient

Adjusting sub-formula quantities

Calculating a formula from a parameter (Adjust)

Example of Formula Adjust

Linking ingredients to keep ratios in proportion

Example of linking ingredients

Using base ingredients to calculate relative quantity percentages

Multiple base ingredients

Example 1: Base ingredients with no linked ingredients

Example 2: Base ingredients with linked ingredients

Process for defining specifications

Assigning general information

Assigning parameters

Assigning items

Assigning instructions

Assigning byproducts

Process for defining projects

Assigning general information

Assigning dates to the project

Example of a project

Assigning parameter values

Advanced workflow management

Comparing objects

Opening the Compare form

Selecting objects for comparison

Specifying the criteria for comparisons

Criteria: Difference methods

Criteria: Formula columns to display

Criteria: Highlight quantity

Criteria: Highlight formula or item only when parameter values are outside the Spec/Min/Max

Rules for Min/Max bolding

Specifying properties for sorting

Saving the Comparison criteria

Running the comparison

Viewing comparisons

Ingredient totals for each object

Results for parameter comparisons

Object relationships

Comparing objects

Finding where ingredients are used

Unexpected results

Security consideration

Profile attributes

Tracking genealogy

Using the Expand All or Collapse All buttons

alternate ingredient

base key or code

calculation type

constituent formula

constituent rollup

context information

contiguous base formula

formula hierarchy

informational parameter

intermediate formula

level (indicator)

manufacturing item

manufacturing location

multi-level formula

production formula

project hierarchy

rollup parameter

selling location

unit of measure (UOM)

About This Guide

Overview of testing

Tests define protocols

Test orders organize tests and results

Process for creating tests

Specifying the general test properties

Specifying the conditions

Test conditions on test results

Specifying the result parameters

Specifying the test intervals

Previewing the test

Reusing tests in test orders

Opening the test plan

Creating a test plan

Copying test plans from a project to a new formula

Copying a test plan from a formula

Automated setup for test results

Requests for testing

Workflow for test requests

Requesting a test from a formula or item

Setup for requests for testing

Entering results

Accessing the Test Results form

Request testing from the Test Plan form

Viewing the test results

Creating the test samples

Viewing associations for samples

Comparing test samples

Process for creating test orders

Specifying the general properties for test orders

Entering results for the orders

Entering conditions

Entering observations for tests

Assigning evaluations of tests

Viewing test orders

Saving and reusing tests in test orders

Configuring Optiva

Configuring the enumerated lists

Setting up UOM for test intervals

Setting up parameters for tests

Copy method for test plans from projects

Workflow for test requests from test plans

User input for the workflow

Workflow components

AutoSampleTestOrder profile attribute

Request testing

Security for test requests

Security for test results

Application Configuration

About This Guide

Summary of configuration stages

Metadata cache refresh

Configuration files

Editing the files with a text editor

Databases and Integrated Windows Authentication

Turning off time-outs from Web.Config

Timeouts for the Application Pool

Regional settings for the web client

Date and time settings

Attachment sizes for the web client

Validation checking in the web client

Outgoing SMTP email server settings

Application log files

Naming conventions

Redirecting log files from Temp variable

User Permissions for Optiva on the Server

Verbosity of the log file

Trace logging for individual users

Write messages from Workflow

Import log in Excel

Logging Optiva errors

File attachments

Publishing attachments overview

Types of file attachments

Configuring for publishing

Publishing locations

Publishing conventions

Accessing Secure Servers

Configuring function codes for attachments

Configuring filters

Integrating Infor Document Management with Optiva

Obtaining IDM user for interacting IDM in workflow

Configuring Optiva

Configuring the Context Business Model

Security privileges

ACL lists for Super Admin and Super User roles

Archiving rules

Using XML to create IDM document types

Importing the XML file to IDM

Using a wizard to upload IDM attachments

Scripting functions for IDM wizard attachments

Embedded images

Setting Up embedded images

Linking to embedded images

Determining the size of embedded images

Total Size of All embedded image files

Purging unused embedded images

Finding orphaned files through queries

External email notification

Messages in Infor Ming.le

Configuring SMTP external email

Configuring Optiva to send external email notifications

Testing the External Email from Optiva

Other SMTP considerations

Notify email Outlook distribution lists

Example of Notify email

Labs control data and users

Process for configuring labs

Adding parameters to the lab

Adding item and formula parameters

Adding project parameters

Best practices for adding parameters to a lab

Deleting parameters

Filtering listings of parameters

Labs contain default filters

Formula and item parameters

Project Parameters

Additional filters

Assigning forms to labs

Adding profiles to labs

Assigning profile attribute values

Adding adjust parameters for labs

Assigning Optiva objects to labs

Assigning formulas and items to labs by set codes

Creating formulas and items while logged into the lab

Assigning objects to set codes for other labs

Assigning users to labs

Users can choose a lab when logging in

Security for users, codes, locked objects

Passwords control whether a user can log in

Groups combine users who share information

Roles enable access to Optiva forms

Objects can be secured by owners, groups, and roles

Optiva combines user security with object security

Workflow can override security

Original security is used for saved objects

Process for defining security

Defining user groups

Naming conventions for groups

Enabling all groups for users

Understanding form security for roles

Self-contained roles contain all required forms

Additive roles permit roles to be combined

Roles control Optiva forms

Roles share form security with labs

Roles control security to objects through forms

Scenarios for opening objects and attempting actions

Assigning form security to roles

Assigning object security to roles

Defining user and role relationships

Defining a role for master users

Assigning a master user status to a role

Specifying user password security

Assigning an initial password

Changing the password

Resetting failed login attempts

Resetting the password

Specifying the attributes for passwords

Removing user access to Optiva via IFS

Authentication methods

Releasing locked objects

Unlock objects using Workflow

Deleting objects

Items in formulas

Replacing ingredients

Replacing materials and formulas

Formulas can be overwritten or created

Ratios and yields can remain the same or be changed

All levels of formulas can be changed

Workflows can track changes

Using the Formula Ingredient Replace form

Specifying the replacement criteria

Specifying the formulas

Previewing the formula levels

Changing the criteria

Reviewing the results

Configuring Optiva for Ingredient Replace

Profile attributes

Saving formula comments

Statuses for updated formulas

Extension fields for new and old formulas

Enumerated lists

Default records

Formula defaults can be lab-specific

Items have one default

Relationship to templates

Objects that can have defaults

Data that is copied from a default

Creating new lab-specific formula defaults

Creating new item defaults

Updating default records

Setting security with defaults

Rules for creating objects

Default records are the basis for new objects

An object instance is the basis for a copied object

Some object information is not copied from a record

Rules control the names and properties of new objects

Rules are available for most Optiva objects

User input can be saved

Rule segments and methods

A rule can have one set of auto code segments

A rule can reference many copy methods

Creation events

Process for creating a rule

Using the Sequence Editor form

Rule properties

Create rule for a manufacturing item

Example of the Code Segments tab

Saving user input (web client)

Security for using a rule code

Configuring code segments

Enabling the segments

Example of formula segments

Specifying the segments

Example of section captions

Length of version and subversion

How does Optiva determine which language to use for segment description?

Creating a copy method

Attaching copy methods to rules

Scripting copy methods

Script segment example

Examples of Create Rules

Symbols to extend objects

Process for configuring symbols

Multi-language support in the Symbol form

Enabling workflows and rules

Codes for attachments and images

Specifying the document codes

Adding codes to filters for attachments

Assigning function codes to classes

Publishing attached files to the network

Extension fields

Process for configuring extension fields

Creating an enumerated list for the extension field

Setting up extension fields

Sample of text entry, single-value list, multi-value lists

Creating and attaching a lookup to the extension field

Creating and attaching a query to the extension field

Retrieving a description from a lookup (Auto Descrip)

Creating a field derived from another field’s value

How users enter derived fields

Configuring derived fields

Example of configuring derived fields

Filtering derived fields

How users enter filtered fields

Configuration procedure

Example of configuration procedure

Dependent cross reference fields

Filtering extension fields by sets (Attribute Object Filter)

Example of extension fields with sets

Status codes for saved and copied formulas

Setting up the status for Optiva to calculate the status value

Setting up the status to inherit the current status only

Reference codes

Reference status

Hooks to custom scripts

Deleting codes in the Symbol form

Guidelines for deleting codes

Configuring Optiva for Change History

Example 1 – Tracking all changes

Example 2 – Specifying statuses for Change History

Example 3 – Specifying a detail code

Example 4 – Specifying a detail code and a status code

Tracking changes resulting from ingredient replacements

Tracking changes to master formulas

Tracking changes to parameter values

Tracking changes to extension tables

Tracking changes for fields

References, Views, Results, Lookups

Customizing references

Process to configure references

Customizing views

Process to configure views

Process to configure pending task views

Rules for SQL statements for custom views of pending tasks

Configuring a formula view for pending tasks

Customizing the search results

Process to configure the search results

Pivoting technical parameter results

Conditional formatting for Optiva View grids

Example of background colors

Example of custom style sheet

Example of an Item Alias Info view

Example of images and custom columns

Customizing lookups

Removing default lookups from the seed database

Naming conventions

Securing lookups

Deleting lookup sets

Configuring the Lookup tab

Configuring the Lookup Language tab

Configuring the Lookup Set tab

Configuring the Lookup Set Filter tab for set codes

References example

Aliasing columns using an Oracle function

Queries and tokens

Code examples for tokens

Configuring queries in the Query form

Query examples for lookups

Query examples for views

Query examples for search results

Replacement strings for Lookup queries

Replacement tokens for Lookups inside of an Optiva object

Queries using "!"

Queries restricting found data

Testing your Select statement in the Query form

Creating a Quick Search

Changing criteria in the Quick Search form

Running a Quick Search from the Quick Search form

Enforcing ACL Security for Quick Search

12.1.4 upgrade considerations for Quick Search

Search <Object> pages in the web client

Symbols for Search <Object> pages

Optiva database tables

Specifying multiple sets of criteria

Adding extension fields and table columns

Extension tables example

Configuring for single parameter values

Viewing detailed reports in the Reports tab

Creating SQL queries

Configuring views for search results

Protecting against SQL injection attacks

Exceptions resulting from parameter searches

Executing the standard report

Reviewing the HTML reports

Resolving the bad data

Recompiling all Optiva scripts in bulk

Role of the Density parameter

Categories of parameters

Types of parameters

Parameter type affects Item Contribution form

Some parameters use equations

Process for defining parameters

Creating a parameter

Scenarios for Rollup as null, Combine as zero

Notes for parameter validation

Attaching an equation to a parameter

Creating pre-calculation parameters

Alternate units of measure for parameters

Defining the alternate UOM for a parameter

Defining filters for displaying alternate UOMs

Defining equations for different UOM types

Examples of equations

Importing saves the base value

Variable mass UOM for parameters

Creating the parameter

Specifying decimals for parameters

Adding a parameter to a lab

Test conditions

Packaging parameters

Applying equations

Filtering the parameter lists

Identifying where parameters are used

Deleting parameters

Specifying a source for parameter values

Using Global Calc to rollup values

Specifying the category and region for a parameter

Global Calculation

Formula hierarchy for Global Calc

Circular dependency

Dynamic set of formulas

Other attributes of Global Calc

Configuring GC:FORMULATHREADS

Configuring Global Calc to run using load balance capabilities

Creating a search for formulas

Creating a search for items

Loading formulas or items in the Global Calc form

Running Global Calc in Optiva

Viewing the resulting formulas of the calculation

Viewing the resulting items of the calculation

Viewing Where Used

Viewing detailed reports in the Reports tab

Running Global Calc from the command line

Command line examples for Global Calc

Setting up the Scheduler

Troubleshooting

IIS or Server interruption

Creating reports from log tables

Regional settings

Customizing the labels in the menu bar

Configuring web client users for translation

Viewing the session information

Database table considerations

Equations and calculations

Equation functions

Optiva Scripting functions

Scripting variables

Other Visual Basic .NET functions

Process for defining equations

Creating an equation

Attaching equations to parameters

Units of measure

Some UOM values are derived from ratios

UOMs can be converted

Process for defining units of measure

Associating a default UOM with a UOM type

Example of a UOM of time for test intervals

Substituting ANSI characters for UOMs

Updating the database

Entering special characters from the list

Variable mass units of measure

Deleting a unit of measure or UOM type

Alternate units of measure

Context information

Configuring location contexts

Examples of categories for locations

Configuring other contexts

Assigning contexts to objects

Enumerated lists

Customized enumerated lists

Format for enumerated lists

Replacing labels for standard lists

Configuring labels and values for C_ lists

Configuring a C_ enumerated list

Removing entries from C_ enumerated lists

Translating enumerated lists

Creating additional enumerated lists

Advanced security options

Creating default security for objects

Copied objects inherit default security

Creating default formula and item records

Changing security for objects

Overriding security through data filters

Assigning master formula security

Using access lists for users to objects

Creating access lists

Removing entries from the list

Manually updating entries on the lists

Configuring secured lookups

Objects assigned to sets are seen in other labs

Hiding objects from other labs

Sets and subsets

Process for assigning sets

Assigning set and subsets to a Symbol

Classifying objects for set templates

Assigning sets when an object is created

Deleting set codes

Classifying objects into groups

Comparison between sets and classes

Related topics about sets

Item sets impacting other modules

Working with classes

Process for creating classes

Specifying profile attributes at different levels

Determining the profile hierarchy for a user

What happens if the user belongs to more than one lab?

Adding profile attributes in the Profile form

Default filters are defined by users for tables of data

Required and optional filters

Process for defining filters

Label for a filter

Filter for labs, roles, and users

Assigning the filter globally

Creating users and roles

Assigning a filter to the system, lab, role, or users

Security and overrides for filters

Filters override object security

Form security overrides filters

Other overrides

Filter for workflow tasks

Filter for parameters

Some filters are supplied by Optiva

Adding parameters to both the lab and the filter

Setting up a parameter filter

Specifying an alternate unit of measure

Specifying templates reduce parameters in filters

Filter for document codes (attachments)

Creating the document function codes

Assigning the filter to a document function code

Security for document codes

Security for the INSTRUC document code

Web client role templates override filters for function codes

Filter for object and set code combinations

Relevant business objects

Object and set code assignment

Deleting filters

Filters for extension fields by object sets

Process for configuring templates

Creating set codes for templates

Naming a template for a set code

Specifying parameters in templates

Configuring rules for assigning set templates

Setting up rules for set-based templates

Assigning objects to templates

Creating an object using a Create Rule

Managing Change History on Specifications created from Template

Role-based templates for the web client

User access to role templates

Editing the role-based templates

Creating an Extension Tables tab

Deleting an Extension Tables tab

Exporting and Importing Tab Labels for Languages

Adding and deleting extension fields

Rearranging fields

Adding captions

Removing captions

Specifying fields as read only

Marking tabs as read only

Rearranging the sequence of tabs

Specifying form controls for function codes

Assigning tree references

Role templates and other filters

Interaction with filters

List of forms for Form Security

List of forms for Object Security

Context applications

Extension tables

Creating the extension table

Saving extension tables to the database

Authorizing users to extension tables

Modifying the extension table definition

Removing columns from the extension table

Deleting columns from the extension table

Using Optiva Scripting functions

Permitting users to add rows

Preventing users from adding rows

Working with the Row Label Set filter

Sorting rows in the extension table

Specifying the criteria in the Columns tab

Specifying an autodescrip column

Understanding security privileges

Privileging for Scripting

Assigning set codes

Defining a company

Company indicators

Customer lookups example

Specifying contact information

Deleting a company

Layouts for grids and tables

Configuring Attribute custom columns

Menus and labels

Configuring menus

Form assignments

Customizing field labels, tooltips, and captions

Example 1 – Customizing the field labels by object

Example 2 – Customizing the grid captions

Using the Web Label form to customize the labels

Creating extension fields in multiple languages for 1 database

Displaying descriptions in different languages

How does Optiva determine which language to use?

Creating custom queries for object descriptions

Example for custom buttons

XML Import of data to Optiva

Tags for the XML Import file

Components of importing

Process for importing data

Importing XML data

Removing existing values on a replace

Starting the import and viewing the results

Templates for XML files

Rules for the XML file structure

Rules for importing from XML files

Security override

Assigning a master user to override security

Documentation conventions

Import attributes for object tags

Summary of detail tags

Description of detail tags

Importing formulas with sub-formulas

Process for importing formulas with sub-formulas

XML Export of Optiva data

Configuring the XML Export form

Exporting configuration data

Exporting User Groups from Optiva

Exporting Role-based templates from Optiva

Exporting Test Orders and Test Results

Sample XSD file

Conventions in XSD files to prepare for import

Using the Configuration Transporter

Accessing the Configuration Transporter Template

Accessing the Configuration Transporter Tool

Extending and altering objects

Accessing the validation codes

Importing phrases

Configuring Optiva for phrases

Creating phrases

Assigning phrase parameters to a formula

Creating notifications for fields

How are shop calendars associated with tasks?

Hierarchy of shop calendars

Default shop calendars provided by Infor

Components of the shop calendar

Standard work time

Work time overrides

Modifying the Infor shop calendar

Creating a location calendar

Creating location calendars using Save As

Assigning location calendars to a user

Reassigning users to another calendar

Associating a shop calendar with an action set

Calculating the start dates for the first task

Calculating end dates for day duration tasks

Calculating end dates for hour duration tasks

Example for calculating hour duration tasks

Calculating load percentages for users

European General Data Protection Regulation (GDPR)

Finding all references to a user in the Optiva database

Anonymizing all references to the user

Special characters

Standardization between sites

Optional Functionality

Profile attributes

AltUomGlobalTPVars

Analysis.DetailOrder

Analysis.MaxThreads

AutoQuantitySufficient

AutoSampleTestOrder

AutoUnlockRunTime

CE.GivenName.NumChar

CE.SurName.NumChar

Change.Hist.ShowByUser

Change.Hist.Spec.Add.TpFields

Compare.TPFilter

ConfigTransporter.TemplateValue

CreateObjectBox.CopyMethodRequired

DataLake.ConnectionPoint

DataLake.DataFlow

DataLake.Enabled

DataLake.Push.Span.Minutes

DataLake.Save.Payload.Days

DefaultLanguage

FGuideline.SecurityBypass

Formula.Calc_All_Save_Subformulas

Formula.Explode.Exclude_Classes

FormulaIngredReplace.CommentHistoryDocCode

Formula.Ingr.SubNum_Message

Formula.Ingr.TotalColumns

Formula.Integer_UOM

Formula.Multi_Calc

Formula.Multi_Calc.Exclude_Classes

Formula.Multi_Save

Formula.Multi_Save.Calc_All

FormulaVersionFmt

FWhereUsed.Max_Formulas

Genealogy.CollapseTree

GlobalCalcDisplayFormulaCount

IDM integration with Optiva

ImplicitLocking

ION.AcctingEntity

ION.CostMap.Loc1, ION.CostMap.Loc2

ION.CleanUpDays

ION.FromLogicalID

ION.ImportLogGridSize

ION.Inbox.GroupCode

ION.Inbox.ImportDef

ION.Inbox.LabCode

ION.Results.CleanUpDays

ION.StatusMap.Formula.100

ION.StatusMap.Formula.200

ION.UOMMap.<Symbol>

IONAPI.TenantId

Label.ChildFunc

Label.ChildFunc.EN-US

Label.ChildFunc.FR

Label.ChildFunc.FR-CA

LabelRule.Section.Default

LabelVersionFmt

Label.SectitleEnd

Label.ShowZeroQuantity

Label.SubSectParens

LabelContent.RowTags

Mail.ServerName

Notification.Button

Parameters.AlwaysLeftAlign

ParamGrid.BindView

Prefix.Template

ReportCommandTemplate

ScriptTrace.Enable

ScriptTrace.Purge

Security.CreateRules

Security.FailedLoginLimit

Security.PasswordLife

Security.PasswordMinLength

Security.PwdMask

Security.PwdReUsePeriod

ShowSaveAllWarn

Spec.MultiParam

Specification.NoFilter

SpecificationVersionFmt

SubObjectLookup.NoParentLvl

TamperStartDate

TechParam.ConvertAltUOM

ValidConfig.AllowEdit

ValidationPreload

Verify.Formula_Btn

Web.AdminAccess

Web.HideFormulaTree

Web.QuickSearch.Lookup

Web.ShowEnumCodes

Web<Symbol>.CB#

Configuring custom buttons to show a text label

WhereUsed.StatusExclude

WhereUsed.Yield%

Workflow.DefaultAction

Workflow.LaunchSecurityDflt

Workflow.MaxXmlDoc

Obtaining the IDM ION API user credentials for Optiva

Obtaining the IDM Endpoint URL

Obtaining the workflow user credential from ION API

Credentials example

ION API Credential File - Optiva IDM.ionapi

Configuring the Authorization Server for IDM Authentication

Trusting SSL certification (On-Premise)

auto code segment

c_enumerated list

context information

custom configuration

data field label

default security

dependent field

enumerated list

equation function

equation indicator

extension field

form label or form name

function argument

ingredient or item

manufacturing location

manufactured item

miscellaneous code

object security

password security

reference status code

selling location

status information

system configuration

unit of measure

unit of measure type

About This Guide

Optiva and Visual Basic .NET

Optiva Scripting for Workflows, Copy Methods, Equations

New Code Editor for Optiva Script Libraries, Workflows, Equation, Object Symbol and Copy Method Scripts

.NET Framework scripting for Optiva events

Summary of Optiva scripting

Scripting in workflows

Scripting in copy methods

Scripting in equations

Scripts for Optiva object events

Conventions for Scripting

Templates for scripts

Example of error for Context.ReturnValue with Option Strict On

Example of ObjProperty with Option Strict OFF and ON

Imports system namespaces

Workflow events

wf_launch() event

Writing scripts for Workflow events

Variables in Workflow

Local variables

Parameter values

Global variables

Variables in copy methods

Local variables

Global variables

Variables in equations

Reserved keywords for variables

Scripting requirements

Increasing the maximum values

Tips for Scripting

Migrated scripts add “Imports Microsoft.VisualBasic”

Tips for Wizards

User-defined Script Library

Creating the Script Library

Calling the Script Library

Equation tips for the Script Library

Constant values

Reusing Script Libraries

Including additional .dll’s

Example of Microsoft Solver .dll

Configuring Optiva for Secured Scripting

Secured scripting with ObjectDataSet

Secured scripting for Web Reports

Secured Scripting for RowUpdate()

Scripting for ION integrations

Handling SQL "IN" criteria lists

Scripting functions

AddContextAttrib

AddNotification

AltUomCachedParamDouble

CaptureElectronicRecord

ClearNotifications

CopyRefObjContextAttrib

CopyRefObjDocuments

CopyRefObjIngreds

CopyRefObjReferences

CopyRefObjSetCodes

CopyRefObjTechParams

CopyRefObjTestPlan

ExecuteWorkflowEvent

FormulaGuidelineCheck

Examples for FormulaGuidelineCheck

GenerateCodeNumber

GetProfileValue

HasContextAttrib

IngrPreRowUpdate

LinkIDMAttachments

Setting up a table and corresponding query

Applying font styles to messages

Working with notifications

External email package

ObjectsXmlForeign

Attached documentation for multiple objects for reports

Retrieving materials

Secured scripting using ObjMethod

Controlling the start time of an Optiva workflow

Calling ObjectMethod from ObjMethod

Using conversion factors for Formulation

Finding the lowest status for a formula or formula ingredients

Scaling formula ingredients

Calculating a formula

Obtaining the parent code

Changing the filter to retrieve parameters

Rolling up constituent values

Calculating Analysis results

Clearing results from an Analysis

Executing calculations

Calling Global Calc from ObjMethod

Applying an ingredient statement rule

Updating the preview in an ingredient statement

Using SWITCHLANGUAGE for ingredient statements

Updating the label content

Refreshing parameter data

Including Quick Search results in Web Reports

Recalling (Cancel) a workflow

Single and array returns

Array data for single objects

Single and array data for references and contexts

Examples of ObjProperty

Array data for views

Array data for the multi-column extension tables

Data type returns with Strict On and Strict Off

Header data example

Returning single values

Multiple details returned

Retrieving specific context attributes

Retrieving all context values

Retrieving all references

Retrieving reference codes for vendors

Retrieving view data

Retrieving extension table values

Retrieving a file location

Specifying input variables

Adding a data value as a code segment

Retrieving TP values for Label Content object

ObjPropertyRemove

Workflow examples

Copy Method examples

Equation examples

OptivaServerUICultureName

PublishDebuggingInfo

PushPulseNotification

XSL Transform example

RemoveContextAttrib

RemoveCustomTable

RemoveDocuments

RemoveNotification

RemoveReferences

Using XmlDocument.OuterXml as a string

SaveReportSchema

SaveReportToIDM

SetNullHandling

Advanced Workflow Management

UserGroupAdd, UserGroupRemove

UserRoleAdd, UserRoleRemove

Example of WIPInfoGet and WIPInfoSet

Skipping multiple actions

DataSet objects

DataSetTableName

Formula ingredients example

Extension table example

Scripting functions for IDM Reports

CreateIDMReport

IDMReportParams

IDMReportResult

Examples for equations, copy methods, and workflows

Equations for SCC and UPC codes

Copy Method to assign sets and classes

Copy methods and segment data

Finding patterns in codes

Formula explosion in Workflows

Example for Workflow inputs

Scheduling a script

Example of an ActionSetStart XML

Scripts for Optiva object events

Summary of functions

Configuring Scripts for Optiva objects

Examples of presave and prerowupdate

Search <Object> forms in the Web Client

Methods for the Search script hooks

Common arguments

Script libraries

DELAYEDWORKFLOW

TPDATAVALIDATIONSEC

Using public functions from the FSLIBIDMHELPER script library

Generic functions

Sample functions

Scripting functions for IDM wizard attachments

PLM Process Wizards widget

Configuring the wizards widget

Configuring the label for a widget

PLM Process Recently Viewed widget

Configuring the recently viewed widget

Configuring the label for a widget

PLM Process Recently Saved widget

Configuring the recently saved widget

Configuring the label for a widget

PLM Process Pending Tasks widget

Configuring the pending tasks widget

Configuring the label for a widget

PLM Process Query widget

Configuring the query widget

Query Parameters

Creating query parameters

Example query for multi-language

Conditional Formatting

PLM Process Charts

Configuring the charts widget

Query Parameters

Example query for Charts widget

To configure translations for the Charts widget

Backward Compatible feature

Configuring drill backs

PLM Process In-Context application

Retrieving the Web Server URL

PLM Process Pending Tasks In-Context application

Configuring the PLM Process Pending Tasks In-Context application

Pending Tasks In-Context application features

PLM Process Guideline Check In-Context application

Configuring the PLM Process Guideline Check In-Context application

Guideline Check In-Context application features

PLM Process Allergens In-Context application

Configuring PLM Process Allergens In-Context application

Allergens In-Context application features

Configuring Lookup Query

Steps to Configure Lookup Query

Conditional formatting example

Example query for conditional formatting

Example query for conditional formatting: Multiple objects drill back

Bulk Data Loader

Object types for Bulk Loading

Profile Attributes

Process for using the Bulk Data Loader

Null supported columns

Preparing and loading data

Creating a new stage

Downloading the Schema

Upload Stage Data

Validating the stage date

Resolve validation errors

Generating and applying scripts

Generating scripts

Applying scripts

Delete stage configuration

About This Guide

Workflow benefits

Creating workflows

Planning the flow

Processing workflows

Auditing workflows

Beginning the workflow

Completing the launch

Processing a task

Adding reasons and comments

Adding electronic signatures

Signatures and Windows IDs

Signatures for Cloud users

Signatures for all authentication methods

Reassigning tasks

Tracking workflow activity

Viewing a pending or completed workflow

Viewing electronic signatures

Displaying all tampered records

Editing an in-progress workflow

Viewing inputs to the workflow

Canceling a workflow

Searching for log results for Action WIP IDs

Form security for the Results tab

Specifying the search criteria in the Results tab

Viewing the search results

Sample Action scripts

Viewing the Import Log

Configuring for workflows

Configuring custom buttons

Example for custom buttons

Adding workflows to reports

Related documentation

Defining Actions for the business process

Sample workflow actions

Understanding Action events

The First Event:wf_start

Optional function: wf_launch() for backwards compatibility only

Pre-defined event: ASSIGN

Writing scripts for events

Creating Action objects

Event confirmation messages

Event reasons and comments

Electronic signatures

Viewing action sets that use an action

Executing workflow events using URLs

Assembling actions into an action set

Assigning Taskusers in the action set

Assigning Taskusers at launch time

Creating action sets

Simultaneous actions

Completion requirement

Assigning security privileges

Creating stages and tasks

Example of a stage gate action set

Contact your Infor ICS representative

Advanced Workflow Management for any business object

Launching Stage Gate Action Sets for any business object

Lookup Sets for Workflow Views

Viewing action sets that use an action

Providing for user inputs for a workflow

Setting up the action set

Setting up the action

Assigning a value to an input variable before the workflow

Run the workflow and view the values

Adding input parameters using the workflow

Deriving values for input fields

How users enter derived fields

Configuring derived fields

Filtering derived fields

How users enter filtered fields

Prompting users for input values

Launch Workflow dialog

WIP Detail dialog

Skipping steps in action sets

Using the Optional check box

Elasticity in upstream tasks

Non-stage gate action set

Launching wizards

Wizard components

Navigation buttons

Additional wizard buttons

Client-side actions

Pending task events for wizards

Form security privileges

Configuring wizards

Step Inputs tab

Dependent fields example

Specifying more than one value for the same input field

Configuring wizards to display in the Create Rules list

Adding an extension table to wizards

Configuring wizards to display an extension table based upon a dependent field selection

Copying extension table data to an Optiva object

Workflow scripting and security

Finding more information about scripting

PLM Reporting Solutions

Overview of Optiva reports

Templates for Crystal reports

Optiva Reporting engine

Launch mechanisms

Setup for Crystal Reports

Specifying security for directories

Configuring the Progress Tracking page

Publishing Web Reports to a secure file share

Publishing Web Reports to Infor Document Management

Hard coding impersonation for Web Reports

Encrypted passwords for attachments and Web Reports

Secured scripting for Reports

Report schemas for Crystal Reports

Schemas are referenced in the Report XML file

XSD schemas for Report files

FsWebReportTemplate.xsd

Report XML template (FsWebReportTemplate.xml)

Input parameters in the Report XML

Report schema in the Report XML

Object schemas in the Report XML

XSD schemas for objects

Invalid XML characters

Creating XSD for the FORMULAADJUST object

Crystal Reports templates

Process for setting up Crystal Reports

Location for Crystal Report templates

Connecting to an XSD file as a Data Source

Configuring the Report

Adding sub-reports

Updating reports to newer versions of Crystal

Using the Crystal Reports documentation

Configuring for Crystal Reports

Configuring report input and output

Location for XML data for reports

Workflow functions for report input

Generating XML data

Creating the job file

Workflow functions for report output

Workflow functions

Sample:Action for formula XML

Sample Action for including exploded ingredients

Retrieving materials for a BOM

Sample: Action for an item XML

Sample: Sending input parameters to the job file

Sample: Adding XSDs to the job file

Sample: Specifying report output

Sample of using an alternate port

Sample of uniquely naming a report

Sample from results of a Quick Search

Multi-level formulas

Configuring Optiva to start reports

Configuring tabs and menus for reports

Configuring a custom button

Testing a report from the browser

Font styles in Optiva

IDM Output Reports

IDM Output Management Add-In References

IDM Configuration

MS Word Templates

Configuring for IDM Output Reports

Troubleshooting

EPPlus Excel Reports

Report configuration (Scripting)

Initializing a spreadsheet or opening a template

Commonly used EPPlus functions to push data to spreadsheet

Commonly used EPPlus functions to format cells

Code to save and launch spreadsheet Un-Secured

Code to save and launch spreadsheet with secured scripting and IDM

Troubleshooting

Running Reports

Viewing and printing attached WebReports

Printing and publishing the WebReports

Troubleshooting WebReports

Invalid data in the report

Example XML to import IDM Document Type for templates

Example XML to import IDM Document Type for generated IDM reports

Field Reference Guide

Form and field descriptions

Advanced Search - field descriptions

Simple Search - field descriptions

File Location - field description

Project - field description

Specification - field descriptions

Ingredient Statement - field descriptions

Item - field descriptions

Item Guidelines & Restrictions - field descriptions

Parameter Guidelines & Restrictions - field descriptions

Global Calc - field descriptions

Compare - field descriptions

Workflow in Progress - field descriptions

Label Content - field descriptions

Guideline Check - field descriptions

Pending Tasks - field descriptions

Formula Ingredient Replace - field descriptions

Ingredient Where Used - field descriptions

Ingredient Statement Rule - field descriptions

Ingredient Text for Rules - field descriptions

User Load - field descriptions

Analysis - field descriptions

Formula - field descriptions

Ingredient Statement Compare – field descriptions

Configure forms

Action - field descriptions

Action Set - field descriptions

Configuration Transporter Template - field descriptions

Configure Templates - field descriptions

Copy Method - field descriptions

Create Rule - field descriptions

Table Definition- field descriptions

Dependent Field Cross Reference - field descriptions

Email Template - field descriptions

Enumerated lists - field descriptions

Equation - field descriptions

Field Label - field descriptions

Filter - field descriptions

Lab - field descriptions

Language - field descriptions

Lookup Sets - field descriptions

Menu - field descriptions

Message Code - field descriptions

Parameter - field descriptions

Profile - field descriptions

Query - field descriptions

Role - field descriptions

Script Library - field descriptions

Symbol - field descriptions

Unit of Measure - field descriptions

Unit of Measure Type - field descriptions

User Groups - field descriptions

Web Label - field descriptions

File Location - field descriptions

Administer forms

ACL by Object - field descriptions

ACL by User - field descriptions

Company - field descriptions

Degradation Rule - field descriptions

Daily Value Rule - field descriptions

Item Guidelines & Restrictions - field descriptions

Label Claim - field descriptions

Label Claim Definition - field descriptions

Label Claim Rule - field descriptions

Label Statement Group - field descriptions

Location - field descriptions

Parameter Value Rounding - field descriptions

Parameter Guidelines & Restrictions - field descriptions

Phrase - field descriptions

Reconstitution Rule - field descriptions

Rounding Rule - field descriptions

Shop Calendar - field descriptions

Standard Guideline - field descriptions

User - field descriptions

Workflows in Progress - field descriptions

XML Export - field descriptions

XML Import - field descriptions

Sample - field descriptions

Test - field descriptions

Test Order - field descriptions

Test Results - field descriptions

Data Dump - field descriptions

Config Guide for Infor OS

About this guide

Intended audience

Required applications

Required information

Configuration checklist

Configuration Overview

About this CloudSuite

Integration with other products through ION

BOD integrations

Concepts and definitions specific to this configuration

Accounting entity

Getting Started

Determining the bootstrap administrator

Accessing your cloud environment (tenant)

Verifying access to your applications within Infor Ming.le

Configuring security

Configuring access to applications through Infor Ming.le

Users and roles

Configuring user access to Optiva through Infor Ming.le

Configuring system administrator access to Optiva through Infor Ming.le

Setting up roles

Verifying user access

Setting up distribution groups

Service accounts

Configuring Optiva

Configuring Optiva to send and receive BODs in ION

Tasks completed by the Infor Cloud team

Using the Infor Optiva Inbox Listener

Setting up logical IDs, tenants, accounting entities, and locations

Configuring the import codes

Configuring Workflow scripts

Configuring Optiva Action and Action Sets

Outbound Action Sets

Inbound Action Sets

IMP_SYNCITEMMASTER Example

Editing Action scripts

Importing Costs from M3 to Optiva

Understanding connection points and document flows

Publishing BODs

BOD dependencies

Verifying that BODs are generated

Verifying that ION receives data

Verifying the data flow between applications

Verifying the ION configuration

Configuring workflows and ION messages for Optiva

Configuring applications to process alerts

Setting up ION APIs for Optiva

Obtaining the IDM ION API user credentials

Configuring drillbacks to Optiva

About drillbacks

Configuring context apps and utility apps that are used with Optiva

Context and utility applications that work with Optiva

Enabling a context or utility app for Optiva

Configuring Infor Document Management with Optiva

Importing configurations and types

Enabling the Related Information context app for your product

Configuring Infor Data Lake with Optiva

Useful terms for Data Lake

Configuring ION API profile attributes

Creating the Data Lake flow

Verifying the connection point

Adding the Data Lake Sync Status page to the Optiva UI

Restoring databases from one MT environment to another and the implications on Data Lake

Data Lake information differing in two environments

Data Lake Setup in Optiva

Limiting Workflows in Progress that are sent to the Data Lake

Configuring the Data Push interval

Navigating the Data Lake Sync Status page

Working in the Sent Log tab

Working in the Payload tab

Working in the Table Schema tab

Working in the Outbox tab

Verifying the data flow

Accessing Compass

Helpful hints and information

Troubleshooting

Data is not flowing properly

Workflow errors

Business events that generate outbound BODs

Inbound BOD usage

BODs used in integrations with Optiva

Outbound BODs from Optiva to integrated applications

Exporting from Optiva

Inbound BODs to Optiva from integrated products

Importing to Optiva

Optiva tables used for ION integrations

Table columns for FSBODACTIONSETCONFIG

Company example

Data Lake detail table mapping

Examples of alerts and workflow notifications

Examples of standard monitors

FormulaCreation_HighQuantityYield

FormulaCreation_NotifyM3ManufacturingTeam

SupplierAddition_NotifyOptivaTeam

AllergenInfo_NotifyM3ProductionTeam

CustomerAddition_NotifyOptivaTeam

FormulaCreation_NotifyM3ProductionTeam

FormulaCreation_NotifyQATeam

SupplierDeleted_NotifyOptivaTeam

CustomerClosed_NotifyOptivaTeam

Workflow notifications

ItemCreation_NotifyM3CostingTeam

ItemCreation_NotifyM3PurchasingTeam

ItemCreation_NotifyM3QATeam

Links
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