Data integration for standard and custom applications

Infor EPM provides functionality to customize pre-packaged applications and develop custom-built applications.

Based on your requirements, you must consider whether to use the Infor EPM standard business application or customization to complete your project.

These scenarios are typical for projects:

  • Source systems are integrated to the Infor EPM business applications:
    • Integration templates are focused on the standard Infor EPM application.
    • Infor consultants can enhance integration templates based on a project's special requirements.

    This is the recommended data acquisition flow:

    1. Source system
    2. Staging database
    3. Integration database
    4. Business Modeling
  • The Infor EPM business applications are extended through Business Modeling with these options:
    • Custom properties added to business objects in standard applications.
    • Sub plans tailored to customer-specific needs. This requires a combination of the Infor EPM business applications and custom solutions data flows.

      This is the data acquisition flow for sub plans:

      1. Source system
      2. Staging database
      3. OLAP modeling

    These steps are typical to create sub plans that use data from the Infor EPM business applications:

    1. Create a custom application.

      See the "Creating applications" topic in the EPM Administration documentation.

    2. Export the load query from the standard Infor EPM business application.

      See the "Standard integration import" topic in the Data Flow documentation.

    3. Import the bundle into your custom application.

      See the "Export and import" topic in the Relational Modeling documentation.

    Note: Edit load queries in your custom application only. After you update standard load queries, merge them with customized queries.
  • Source systems are integrated to custom applications:
    • Custom applications are built on Infor EPM.
    • Customer and consulting team are responsible for created reports, data model, and dashboards.
    • Consulting team remains responsible for data load queries.

    This is the recommended data acquisition flow for custom applications:

    1. Source system
    2. Staging database
    3. OLAP modeling

To learn about options to load data from a source system to Infor EPM, select Administrator > Integration > Data Flow > Source system data integration to Infor EPM > Options to load data from the source system to Infor EPM in this documentation.