Infor PLM for Process (Optiva) Installation Guide

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About This Guide
Overview
PLM Process components
Deployments overview
Installation checklist
Upgrading
SQL Server database
Restoring the Optiva database schema
Creating the Optiva database user
Assigning the Optiva database user to the Optiva database schema
Granting permission to Non-Optiva_User for stored procedures
Database scripts for translation
Oracle database
Oracle Managed Data Provider
TNSNAMES
AL32UTF8 character encoding
Specifying the language for the Oracle server’s locale
Configuring Oracle to be case-insensitive
Installing the Optiva Oracle schema from the seed database
Database scripts for translation
FIPS compliance error
Standard components
Upgrading
Required software
Installing Optiva components
Supported systems
.NET Framework 4.8
Installation utility
Utilities
Installing the PLM Process application server
Enabling email
Installing the Web Client
Connecting to databases
Restarting IIS
Location of standard Optiva components
SMTP
Optional components
Installing PLM Process API
Installing the PLM Process XML Listener
Using the Infor Optiva Inbox Listener
Changing the Startup Type
Installing PLM Process Web Reports
Installing Crystal Reports 2016 Designer
Installing Crystal Reports Runtime
Specifying security for the Web Reports directories
Infor Ming.le
Installing Infor Ming.le
Configuring Infor Ming.le for Optiva
Setting up authentication
Configuring the ports
IIS administrator tasks
Web.config file tasks
Logical ID configuration
Recommended value for the Logical ID
Unique Logical IDs for more than one instance of Optiva
Optiva profile attributes
Configuring the Logical ID inside Infor Ming.le
Configuring context applications for Optiva forms
Configuring the connection points in the ION desk
Configuring the drill backs for Infor Ming.le
ION alerts
Authentication choices
Benefits
PingFederate for IFS CE
Prerequisites
Additional documentation
Specifying an authentication choice
Specifying authentication from the PLM Process installation wizard
Summary page
System Information page
Configuration errors
User Information page
Can users bypass the login page?
IWA
AD and AD/AD FS
Electronic signature
Using Okta to validate electronic signatures
XML Listener and FsGlobalCalcStartProcess
Configuring the FSUSER table
SSL connection
Login format
Configuring Active Directory Federation Services
Password authentication
Login
Configuring password authentication
Integrated Windows authentication (IWA)
Configuring Integrated Windows Authentication
Active Directory authentication (AD)
Configuring Active Directory authentication
Active Directory Federation Services (AD/AD FS)
Configuring AD/AD FS authentication
Activating AD/AD FS authentication for Infor Ming.le
Infor Ming.le Xi platform without Infor STS
Infor Ming.le Xi platform with Infor STS
Infor Ming.le 11.x platform
Assigning security roles to Optiva in IFS
Creating additional security roles in IFS
Assigning security roles to IFS users
Selecting the security token service directly
Configuring OptivaWeb for use with AD/AD FS directly
Adding the OptivaWeb relying party trust
Adding the Identity2 claim
Emitting the Identity2 claim for the relying party
Optiva CE Authentication
Launching PLM Process CE Authentication
System Information
Update PLM Process Configuration
Web Applications
Property List (sp.properties)
Identity Provider
Updating the PLM Process Configuration
PLM Process Configuration Settings dialog
Federation Configuration section
Security section
Other configuration changes
Timeout values (FsOptivaWeb/Web.config)
Last activity domain and cookie names (FsOptivaWeb/Web.config)
CE Authentication profile settings (FsSvcCore/Web.config)
PLM Process Configuration
Comparing features
Installing PLM Process Configuration
Adding PLM Process Configuration users
Creating the PLM Process Configuration Users group
Enabling SSL
Enabling functions for PLM Process Configuration
Overriding the default values
Enabling the Restart menu choices
Disabling functions
Launching PLM Process Configuration
Menu bar
Home page
Sites and URLs
Changing the authentication
Password, IWA, and Active Directory Authentication
WS Federated Authentication (IFS/AD FS)
WS Federated Authentication (IFS CE/Ping Federate)
Database Connections section
Configuring the database connection strings
Backing up database connections
Import/Export section
Adding connections
Modifying connections
Configuring the IOBox Connection Source
Restarting Optiva
Showing the Restart menu choices
Specifying Active Directory user information
Viewing the system information
User provisioning
Security roles
Creating the user code in Optiva
Final setup tasks
Configuring XML Listener
Working with the log files
Configuring the browsers
Granting permissions for Publishing Attachments and Web Reports
Restricting database access (Standalone Web Client only)
Troubleshooting
FIPS compliance error
Utility script errors
Optiva does not start
Login error for a valid database
Untrusted browser certificate messages
Event log full
Web Client dialogs are not displayed
Exporting data to Microsoft Excel
Prerequisite software
Application Server Software Requirements
Determining if IIS is installed
Required Windows Server Components
Installing IIS
Installing IIS by adding the Web Server (IIS) role
Installing IIS from the command line
After installing IIS
Determining if .NET framework is installed
Installing Microsoft .NET Framework 4.8
After installing IIS and optionally upgrading .NET Framework
Creating secure web sites
Transparent Data Encryption (TDE)
Full Optiva upgrades
Preparing to uninstall Optiva
Uninstalling Optiva
Removing folders
Removing the application pool
Reinstalling Optiva
File attachments
Optiva Documentation
ObjectXSD
Secured Scripting
APIs for secured scripting
Exposing the SessionXml and Source folders
Secured scripting using ObjMethod
SaveXmlSchema
Scripting for ION integrations
Synchronizing customized files with changes to system files
Folders and files to verify
12.1.4 upgrade considerations for Quick Search
Internet Information Services (IIS)
Prerequisites
Application pools for Optiva
Default values for Optiva application pools
Disabled options
Additional options
Post-installation tasks
Validating the IIS configuration
Reinstalling Optiva
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