Configuration checklist

Follow this checklist to integrate this product with Infor ION:


Complete	Task	Reference
❑	Understand the applications in the CloudSuite and some related concepts.	Integration with other products through ION Optiva Solutions Overview
❑	Configure security.	Configuring security
❑	Configure user access and roles: Configure user access to your application in Infor OS . Configure additional system administration access to your application through Infor OS . Set up roles in Infor OS . Associate Infor OS users and roles with users in other applications in the CloudSuite Optionally, set up distribution groups	Configuring access to applications through Infor OS
❑	Configure Optiva.	Configuring Optiva
❑	Configure your product and ION to send and receive BODs: Configure Optiva to send and receive BODs Verify that BODs are generated Verify that ION receives data	Configuring Optiva to send and receive BODs in ION Verifying that BODs are generated Verifying that ION receives data
❑	Optionally, configure workflows and ION messages for your application.	Configuring workflows and ION messages for Optiva
❑	Set up API Gateway for your application.	Setting up API Gateways for Optiva
❑	Configure drillbacks to your product.	Configuring drillbacks to Optiva
❑	Configure context and utility apps that are used with your product.	Configuring context apps and utility apps that are used with Optiva
❑	Configure your product to work with Infor Document Management.	Configuring Infor Document Management with Optiva