Configuring user access to Optiva through Infor OS

Note: The Infor Cloud team configures the initial Infor OS system administration user and its roles, as well as several other required accounts. We recommend that you do not change the configuration of this initial system administrator or the other required accounts.

You must add other users in Infor OS before they can access your product through Infor OS .

  1. In Infor OS , select User Menu > Security.
  2. Select Security Administration > General Settings.
  3. Configure these general properties to ensure that new or changed user information is synchronized with other applications:
    Publish Security User Master BOD
    Select this option to publish the SecurityUserMaster BOD when a user’s details are changed in Infor OS . This synchronizes the user details with other products that subscribe to the BOD.
    User Synchronization Interval (min)
    If you selected the Publish Security User Master BOD option, specify an interval. This is the interval, in minutes, at which you want to publish the updated BODs to synchronize users.
    Enable SCIM Parameter configuration
    Select either Get Users orPublish Users. This option allows you to add users in Infor OS through a System for Cross-domain Identity Management (SCIM) based REST interface. The SCIM agent can upload user definitions from either on-premises or cloud applications into Infor OS .
    SCIM-Publish/Get Users Interval
    If you selected the Enable SCIM Parameter configuration, specify an interval. This is the interval, in minutes, at which the users are retrieved or published.
  4. Set up system administrator access between the Infor OS portal and Optiva.
  5. Add users in the Infor OS portal.
    1. Add users through OS Platform Security.
    2. If your product already has legacy users set up, you can import the users into the OS Platform from a .CSV formatted file.
    3. To temporarily disable user synchronization before the import, clear the Publish Security User Master BOD option. Select Do not enable for the Enable SCIM Parameter configuration option. Then select Allow Import. The Import option is then enabled on the Manage > Users page.
    4. Add users to the OS Platform through a SCIM based REST interface. The SCIM agent can upload user definitions from either on-premises or cloud applications into the OS Platform.
    5. Set up the OS Platform to retrieve new users and updated user details at periodic intervals from Active Directory.
    6. Your application can send a Process SecurityUserMaster BOD to Infor OS to add users.
  6. Set up automatic login.
  7. Log in to Optiva and update the user information in your product. Specify the additional required or optional fields that are not shared with the OS Platform.
  8. In Infor OS , specify the Person ID that is used to synchronize personnel records with Optiva.