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 IONVerifying 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