Infor PLM for Process (Optiva) Configuration Guide for Infor Operating Service - Cloud Edition

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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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