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User Guide
About This Guide
Overview
NPDI objects
Verification objects
Label management objects
Object components
Optiva data model
Starting work
Logging into Optiva
Navigating the Optiva Home page
Adding gadgets
Viewing object titles in browser tabs
Configuring the Optiva menu bar
Viewing the session information
Closing Optiva
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
Search menu
Quick Search
Changing criteria in the Quick Search form
Running a Quick Search from the Quick Search form
Simple Search
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
Locations
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
Change History
Grid layouts
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 columns
Adding a row
Removing rows
Moving or rearranging a row
Copying and pasting rows
Filtering data in rows
Saving a grid as the default layout
Custom Views for grids
Adding views
Removing custom views
Font Styles
Applying the font styles
Formatting tags
Copying information from other applications
Exporting font styles from Optiva
Crystal Reports
Glossary
approval
brand
class
classification
code
compare
context information
custom
end use
end user
filter
formula
genealogy
group
hold
ingredient
ingredient statement
instruction
intersect command
item
key
lab
layout
manufacturing location
notamember function
object
overwrite
owner
product type
project
reference
role
security
selling location
set
set base key
status
sub#
sub-formula
symbol
temporary copy
unit of measure (UOM)
user
version
view
where used
Advanced Workflow Management
About This Guide
Overview
Managing projects
Managing tasks
WIP Detail dialog
Prerequisites
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
WSKIP function
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
Shop calendars
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
Glossary
action
action code
action set
elasticity
event
function
gantt tab
script
shop calendars
skip
tasks pending
task user
user load
work ID
workflow
Analysis
About This Guide
Overview
Nutrition values
Formula change
Nutrition labels
Rules for calculations
Equations
Row tags
Interaction of Analysis components
Analyzing data
Types of analyses
Source data
Result data
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
Row tags
Creating the source row tags
Creating the result row tags
Rules for equation calculations
Rounding rules
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
Glossary
analysis
calculation
equation
row tag
rule
Guidelines and Restrictions
About this guide
Overview
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
Dosage compliance
Calculating the dosage
Formula example
Configuring Optiva for dosage
Configuring the guidelines for Dosage
Item Groups
Quenching
Quenching for sensitizers
Quenching example
Viewing the details of the function code
Configuring Optiva for quenching
Glossary
additional text
compliance
default guideline
guideline check
item group
item guideline
parameter guideline
standard guideline
Label Management
About This Guide
Overview
Components of an ingredient statement
Items types
Formulas
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
Preview result
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
Overview
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
Base language
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
FR-CA text
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
Example: AND
Example: OR
Label claim rules
Creating the label claim rule
Examples of label claim rules
Label claims
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
Function codes
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
Glossary
attribute
analysis
combine
explode
group
grouping threshold
ingredient
ingredient statement
item
label claim
label claim definition
label claim rule
label content object
reporting threshold
row tag
section
sorting threshold
statement group
statement rule
subsection
New Product Dev and Introduction (NPDI)
About This Guide
Overview
Common attributes for NPDI objects
Parameters for NPDI objects
Data types of parameters
Categories of parameters
Parameter filters
Items
Item component types
Alias codes and CAS numbers
Constituents
Explode formulas to constituent level
Formulas
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
Specifications
Relationship to items and formulas
Prototype
Object comparisons
Projects
Product development
Project hierarchies
Project budgets
Parameters roll up to the parent projects
Object relationships
Items
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
Label language
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
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
Record locking
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
Specifications
Process for defining specifications
Assigning general information
Assigning parameters
Assigning items
Assigning instructions
Assigning byproducts
Projects
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
Requirement
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
Glossary
adjust
alias code
alternate ingredient
approval
base key or code
brand
byproduct
calculation type
CAS#
class
classification
code
common name
compare
component
component type
constituent formula
constituent rollup
context information
contiguous base formula
cost
custom
end use
end user
equation total
filter
formula
formula hierarchy
genealogy
group
hierarchy
hold
informational parameter
ingredient
instruction
intermediate formula
item
key
lab
layout
level (indicator)
manufacturing item
manufacturing location
master formula
module
multi-level formula
nested formula
object
overwrite
owner
parameter
parent project
phantom ind
product type
production formula
project
project hierarchy
qty%
reference
rescale
role
rollup
rollup parameter
sample request
scale to qty
scale type
security
selling location
set
set base key
specification
stage
status
subformula
sub-task
symbol
task
test method
unit of measure (UOM)
user
version
view
where used
yield
Tests
About This Guide
Overview of testing
Tests define protocols
Test plans
Test orders organize tests and results
Results
Tests
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
Test plans
Form security
Opening the test plan
Workflows
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
Form security
Test samples
Creating the test samples
Viewing associations for samples
Comparing test samples
Test orders
Process for creating test orders
Specifying the general properties for test orders
Adding tests
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
STO_BUILDNEW
Workflow components
Action
Action set
AutoSampleTestOrder profile attribute
Request testing
Security for test requests
Security for test results
Glossary
attribute
condition
interval
parameter
project
request
result
sample
test
test method
test order
test plan
test request
Application Configuration
About This Guide
Overview
Summary of configuration stages
Metadata cache refresh
Configuration files
Editing the files with a text editor
Databases and Integrated Windows Authentication
Trace files
Timeouts
Turning off time-outs from Web.Config
Timeouts for the Application Pool
IIS
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
Log files
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
Example 1
Example 2
Write messages from Workflow
Import log in Excel
Event log
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
Configuration
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
XML code
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
Labs control data and users
Process for configuring labs
Naming the lab
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
Setup
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
IIS security
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
Creating users
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
Deleting users
Authentication methods
Releasing locked objects
Unlock objects using Workflow
Deleting objects
Items in formulas
Overview
Types of items
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
Copy methods
Create rules
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
Copied objects
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
Sample rule
Examples of Create Rules
Symbols to extend objects
Symbols list
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
Set codes
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
Procedure
Status codes
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
Approval codes
Reference codes
Reference status
Reference type
Hooks to custom scripts
Deleting codes in the Symbol form
Guidelines for deleting codes
Change History
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
Views example
References example
Secure lookups
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
Lookup example
Queries using "!"
Queries restricting found data
Testing your Select statement in the Query form
Quick Search
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
Setup tasks
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
Tokens
Token examples
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
Parameters
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
Labs
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
Output path
Command line examples for Global Calc
Setting up the Scheduler
Troubleshooting
IIS or Server interruption
Creating reports from log tables
Localization
Regional settings
Language packs
Customizing the labels in the menu bar
Configuring web client users for translation
Viewing the session information
Database table considerations
Equations and calculations
Equations
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
UOM types
UOMs
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
Creating a UOM
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
Configuration
Object example
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
Sets
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
Profiles
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
Data filters
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
Set templates
Process for configuring templates
Creating set codes for templates
Naming a template for a set code
Specifying parameters in templates
Specifications
Configuring rules for assigning set templates
Setting up rules for set-based templates
Code segments
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
Hiding tabs
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
Infor Ming.le
Context applications
Extension tables
Overview
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
Example 1
Example 2
Privileging for Scripting
Assigning set codes
Company data
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
Form security
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
Custom buttons
Example for custom buttons
Reports
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
<fsxml> tag
Object tags
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
Fields
Phrases
Importing phrases
Configuring Optiva for phrases
Creating phrases
Assigning phrase parameters to a formula
Message codes
Creating notifications for fields
Shop calendars
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
Optiva codes
Special characters
Standardization between sites
Optional Functionality
Profile attributes
AltUomGlobalTPVars
Analysis.DetailOrder
Analysis.MaxThreads
Apm.Elasticity
Apm.Enabled
Apm.Threshold
AutoAddLab
AutoQuantitySufficient
AutoSampleTestOrder
AutoUnlockRunTime
AutoUnlockTime
Bdl.SharedPath
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
Doc.URLDflt
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
FormulaStatus
FormulaVersionFmt
FWhereUsed.Max_Formulas
Genealogy.CollapseTree
GR.MaxThreads
GR.NewModule
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.LangConst
ION.Results.CleanUpDays
ION.StatusMap.Formula.100
ION.StatusMap.Formula.200
ION.Tenant
ION.UOMMap.<Symbol>
IONAPI.Root
IONAPI.TenantId
Label.ChildFunc
Label.ChildFunc.EN-US
Label.ChildFunc.FR
Label.ChildFunc.FR-CA
LabelRule.Section.Default
LabelVersionFmt
Label.SectEnd
Label.SectitleEnd
Label.ShowZeroQuantity
Label.SubSectParens
LabelContent.RowTags
Mail.ServerName
Mail.UserName
Notification.Button
Parameters.AlwaysLeftAlign
ParamGrid.BindView
Prefix.PreCalc
Prefix.Template
ReportCommandTemplate
ScriptTrace.Enable
ScriptTrace.Purge
Security.CreateRules
Security.FailedLoginLimit
Security.PasswordLife
Security.PasswordMinLength
Security.PwdMask
Security.PwdReUsePeriod
ShowApplyWarn
ShowSaveAllWarn
Spec.MultiParam
Specification.NoFilter
SpecificationVersionFmt
SubObjectLookup.NoParentLvl
TamperStartDate
TechParam.ConvertAltUOM
UOMCOL
UOMDays
ValidConfig.AllowEdit
ValidationPreload
Verify.Formula_Btn
VersionFmt
Web.AdminAccess
Web.DataDump
Web.HideFormulaTree
Web.KeepAlive
Web.QuickSearch.Lookup
Web.ShowEnumCodes
WebLabel.CB1
Web<Symbol>.CB#
Configuring custom buttons to show a text label
Example 1
Example 2
WhereUsed.StatusExclude
WhereUsed.Yield%
WipLock
Workflow.DefaultAction
Workflow.LaunchSecurityDflt
Workflow.MaxXmlDoc
Date formats
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)
Glossary
access list
approval code
auto code
auto code segment
brand
button label
c_enumerated list
class
company
context information
copy method
custom configuration
custom tab
data field label
default record
default security
dependent field
detail code
end use
end user
enumerated list
equation
equation function
equation indicator
event
export
extension field
file location
filter
form
form group
form label or form name
form security
format code
formula
function argument
function code
grid
group
hold
import
import file
ingredient or item
lab
lab profile
label
location
lookup
manufacturing location
manufactured item
master formula
master user
menu name
miscellaneous code
object
object security
page
parameter
password security
primary field
product type
profile
reason code
reference
reference code
reference status code
role
role template
rollup
rule
scripting
search results
security
selling location
set code
set template
shop calendars
spreadsheet
status code
status information
symbol
system code
system configuration
system profile
tab label
tab security
tab
tag
tool tip
unit of measure
unit of measure type
user
user profile
view
Scripting
About This Guide
Overview
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
Option Strict
Example of error for Context.ReturnValue with Option Strict On
Example of ObjProperty with Option Strict OFF and ON
Imports system namespaces
Class script
Workflow events
wf_start event
wf_launch() event
Assign event
Writing scripts for Workflow events
Variables in Workflow
Local variables
Parameter values
Global variables
Variables in copy methods
Segments
Local variables
Global variables
Variables in equations
Reserved keywords for variables
Return codes
Detail codes
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
DataSet object
AddContextAttrib
AddNotification
AddReferences
AddSetCodes
AddTraceLog
AltUomCachedParamDouble
ArchiveBOD
CalcAllSave
CaptureElectronicRecord
CheckIn
CheckLoopCount
CheckOut
ClearNotifications
CopyRefObjContextAttrib
CopyRefObjDocuments
CopyRefObjIngreds
CopyRefObjReferences
CopyRefObjSetCodes
CopyRefObjTechParams
CopyRefObjTestPlan
DocAddAttach
DocExist
EmailTemplate
ExecuteWorkflowEvent
FileLocation
FormatXML
FormulaGuidelineCheck
Examples for FormulaGuidelineCheck
GenerateCodeNumber
GetMessageText
GetProfileValue
GetSequence
HasContextAttrib
HasSetCodes
IngrPreRowUpdate
IsBlank
IsLocked
IsLockedBy
LaunchWorkflow
LinkIDMAttachments
LogAddRec
Setting up a table and corresponding query
MessageList
Applying font styles to messages
Notify
Working with notifications
External email package
ObjectExists
ObjectSaveAs
ObjectsXmlForeign
ObjectXml
Attached documentation for multiple objects for reports
Retrieving materials
ObjectXsd
ObjMethod
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
ObjProperty
Detail codes
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
ObjPropertySet
Workflow examples
Copy Method examples
Equation examples
OptivaServerUICultureName
Param
ParamItem
PublishDebuggingInfo
PublishIONDoc
PushPulseNotification
ReadReportFile
XSL Transform example
Reassign
RejectChanges
RemoveContextAttrib
RemoveCustomTable
RemoveDocuments
RemoveNotification
RemoveRefCodes
RemoveReferences
RemoveSetCodes
RenameFormula
RenameObject
RoundingRule
SaveReportData
Using XmlDocument.OuterXml as a string
SaveReportSchema
SaveReportToIDM
SaveXMLSchema
SendMail
SetNullHandling
SetParam
SetSecurity
SetSecurityACL
ShellAPI
StartForm
Advanced Workflow Management
StartWorkflow
TableLookup
TableLookupEx
TableReader
Tparam
TparamItem
UserGroupAdd, UserGroupRemove
UserRoleAdd, UserRoleRemove
Valparam
WIPInfoGet
WIPInfoSet
Example of WIPInfoGet and WIPInfoSet
WipParamGet
WipParamSet
Wskip
Skipping multiple actions
DataSet objects
CommitNewRow
DataSetTableName
GetNewRow
ObjectDataSet
RowUpdate
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
SCC
UPC
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
Templates
Examples of presave and prerowupdate
presave
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
Widgets
PLM Process Wizards widget
Configuring the wizards widget
Features
Configuring the label for a widget
PLM Process Recently Viewed widget
Configuring the recently viewed widget
Features
Configuring the label for a widget
PLM Process Recently Saved widget
Configuring the recently saved widget
Features
Configuring the label for a widget
PLM Process Pending Tasks widget
Configuring the pending tasks widget
Features
Configuring the label for a widget
PLM Process Query widget
Configuring the query widget
Features
Query Parameters
Creating query parameters
Example query for multi-language
Conditional Formatting
PLM Process Charts
Configuring the charts widget
Features
Query Parameters
Chart Types
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
Overview
Introduction
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
Validation
Resolve validation errors
Generating and applying scripts
Generating scripts
Applying scripts
Delete stage configuration
Workflow
About This Guide
Overview
Workflow benefits
Creating workflows
Scripts
Events
Actions
Action Sets
Planning the flow
Processing workflows
Auditing workflows
Workflows
Beginning the workflow
Completing the launch
Pending tasks
Processing a task
Events
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
Actions
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
Action sets
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
Prerequisites
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
Procedure
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
Wizards
Launching wizards
Wizard components
Wizard tabs
Navigation buttons
Additional wizard buttons
Client-side actions
Input fields
Saving values
Pending task events for wizards
Form security privileges
Configuring wizards
Steps tab
Input tab
Step Inputs tab
Wizard example
Dependent fields example
Specifying more than one value for the same input field
Database table
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
Scripting
Adding scripts
Workflow scripting and security
Finding more information about scripting
Glossary
action
action code
action set
elasticity
event
function
script
tasks pending
task user
wizard
work ID
workflow
Reports
PLM Reporting Solutions
WebReports
Overview
Overview of Optiva reports
Schemas
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
Examples
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
Overview
IDM Output Management Add-In References
IDM Configuration
MS Word Templates
Configuring for IDM Output Reports
Examples
Troubleshooting
EPPlus Excel Reports
Overview
Process
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
Blank Screen
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
Search forms
Advanced Search - field descriptions
Simple Search - field descriptions
Object forms
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
Test forms
Sample - field descriptions
Test - field descriptions
Test Order - field descriptions
Test Results - field descriptions
View forms
Data Dump - field descriptions
Config Guide for Infor OS
About this guide
Intended audience
Requirements
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
Tenant ID
Accounting entity
Location
Logical ID
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
Events
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
ION messages
Configuring applications to process alerts
Requirements
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
Inbox Listener
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
Item example
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
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