Creating a content connection

  1. Select Settings > Content Connections.
  2. Click the Create icon in the toolbar and select one of these types of content connection:
    Content connection type Description
    Administration Service Provides a list of Administration Service widgets from which you can create dashboards for administrative purposes. Through the connection to the Administration Service, Administration Service content connection type provides standard administration dashboards.
    Application Studio Service Provides a list of Application Studio Service widgets from which you can create personalized dashboards. Through the connection to the Application Studio Service, Application Studio content connection type provides application reports and widgets. You must use only the Application Studio content connection type because it enables you to create your customized widgets.
    Modeling Service Internal connection type. Provides a list of Modeling Service widgets that enable you to edit the OLAP database.
    Consolidation Service Internal content connection type. Used only by Infor EPM business applications and only by Infor development teams.
    Applications Service Internal content connection type. Used only by Infor EPM business applications and only by Infor development teams.
    Dashboard Navigation Plugin Content Provider Internal content connection type. Used only by Infor EPM business applications and only by Infor development teams.
  3. Specify this information:
    Name
    Specify the name of the content connection. When the content connection is created, the name is shown in the Dashboards toolbar.
    Unique Name
    Specify the unique name of the content connection. This name identifies a content connection.
    Description
    Specify a description of the content connection.
    Connection mode
    Select one of these options:
    • On Demand (default)
    • Automatic, at sign-in
    If you select Automatic, at sign-in, the content connection is established automatically and there is no delay in establishing connection after sign-in.
    Show Button on the Toolbar
    Clear the check box to hide the content connection icons from the Dashboards toolbar. By default, the content connections are visible on the toolbar.
    Authentication

    The Existing Connection option uses the same certificate that users receive when they sign in to Dashboards as to connect to the report catalog.

    User
    Specify the sign-in data of the user account.
    Note: When the Existing Connection option is used, the current user and password is used automatically.
    Password
    Specify the user password.
    Note: When the Existing Connection option is used, the current user and password is used automatically.
    Points to Application
    This field is displayed only for Application Studio Service connections. Specify the application that contains the report catalog to access. By default, the current application is selected.
  4. To ensure that your content connection is correctly configured, click Test before you save the content connection. If a connection is not possible, a message is shown that indicates the reason why the connection cannot be established.
  5. To save the content connection, click OK.
    The new content connection is added to the Dashboards toolbar.