Creating the Data Lake flow

A prerequisite of setting up the Data Lake is that you must generate an ION API file. See Obtaining the IDM ION API user credentials.

A value from this file will be used below in step 3. It is crucial that the user who is identified on the Download Credential page when generating the ION API file have, at the minimum, the following security roles before setting up the Data Lake. If this is not the case, the roles can be added. Then, a new ION API file can be generated and used as an input to the Action for Import ION API Config file wizard in PLM Process. Failure to have the necessary security roles will result in a 403 - Forbidden error when setting up the Data Lake.

This is a list of the necessary security roles:

DATALAKE-Administrator
DATALAKE-DataAdministrator
DATALAKE-SystemAdministror
IONAPI-Administrator
IONDeskAdmin
IONDeskSecurityAdmin
IFSApplicationAdmin
IONDeskOAuthGenerator

From Infor Ming.le, navigate to ION Desk.
Click Connection > Connection Point.
Click Add to create a new Connection Point. The recommended name is OptivaIMS.
The Logical ID Type must be plmprocess.

The Logical ID must be infor.plmprocess.optivaims.

The ION API Client ID must be set the value for ci in the ION API file.
Select Connect > Data Flows.
Click Add and select the Data Lake flow.
In the Name field, specify Optiva2DataLake.
The data flow should look like this:
In the flow window select the Application icon and drag it into position to the left of the Data Lake icon that is already there.
In Application Activity Properties, specify the name: OptivaIMS.
Click the plus sign to add a connection point for this application.
Select your OptivaIMS connection point and click OK.
In the data lake flow window, select the paper icon. The OptivaIMS application is displayed.
Select the + sign from the Documents section below the flow.
Select the check box in the top title bar of the table to select all documents and click OK.
Click Save.