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Application Configuration
Obtaining the IDM ION API user credentials for Optiva
Obtaining the workflow user credential from ION API
Credentials example
Credentials example
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Side TOC
Application Configuration
About This Guide
Overview
Configuration files
Log files
File attachments
Integrating Infor Document Management with Optiva
Embedded images
External email notification
Labs
Security for users, codes, locked objects
Items in formulas
Default records
Rules for creating objects
Symbols to extend objects
Change History
References, Views, Results, Lookups
Queries and tokens
Quick Search
Search <Object> pages in the web client
Parameters
Global Calculation
Localization
Equations and calculations
Units of measure
Context information
Enumerated lists
Advanced security options
Sets
Classifying objects into groups
Profiles
Data filters
Set templates
Role-based templates for the web client
Infor Ming.le
Extension tables
Company data
Layouts for grids and tables
Menus and labels
Custom buttons
Reports
XML Import of data to Optiva
XML Export of Optiva data
Using the Configuration Transporter
Extending and altering objects
Phrases
Message codes
Shop calendars
European General Data Protection Regulation (GDPR)
Optiva codes
Special characters
Standardization between sites
Profile attributes
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
Glossary