Adding Self-Service to your tenant - Infor OS Portal
In cloud environments, Self-Service is
not available as an application. Therefore, it is not displayed under the Navigation Menu in Infor OS Portal. Instead, you access Self-Service
through a content connection in a custom application, which you create in EPM Administration. You then add the custom application to your tenant in
Infor OS Portal. In the Infor
Portal dialog box, you can find information that is required to add the
application to your tenant.
- Sign in to Infor OS Portal as Administrator.
- From the Navigation Menu, select EPM Administration. Create an application.
-
Select the created application and click Portal
Details. Make a note of the information displayed in the
Infor Portal dialog box.
For example, copy and paste the information to a text file.
- On the Portal tab in Infor OS Portal, select Applications.
- Click Add Application.
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Specify this information:
- Application Type
- Select Infor Non-Provisioned.
- Application Name
- Select Custom Budgeting and Planning.
- Display Name
- Specify the application name to display in the Infor OS Portal application tray.
- Application Icon
- Click Choose Icon and select an icon.
- Logical ID
- The field is pre-filled with this partial Logical ID (LID): lid://infor.custom-depm. Specify a suffix to
complete the LID. For example, specify 1 for
the first instance of the application. The suffix identifies the
instance of the application.
The LID is a unique identifier for an endpoint in an application instance. The LID is crucial for Infor OS Portal-internal management, but also for functions such as drillback and sharing of page links. The instance name must be lowercase.
- Use HTTPS
- Select this option.
- Host Name
- Specify the host name given in the information from the Infor Portal dialog box in EPM Administration.
- Port
- Specify the port number given in the information from the Infor Portal dialog box in EPM Administration.
- Context
- Specify the context given in the information from the Infor Portal dialog box in EPM Administration.
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If the registration is successful, click the Permissions tab in the Manage Applications dashboard. Add one
or more of these roles as you require:
- BI-Administrators
- BI-PowerUsers
- BI-Viewers
- To add Self-Service to your custom application, select the application from the Navigation Menu in Infor OS Portal.
- Click the Settings icon and select Content Connections.
- Click the Create icon and select Application Studio Service.
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In the Content Connection Editor dialog box, specify this
information:
- Name
- Specify, for example, Self-Service.
- Unique Name
- Click in the field. The name is automatically pasted in.
- Description
- Optionally, specify a description.
- Show Button on the Toolbar
- Selected by default.
- Authentication
- Select Existing Connection.
- Points to Application
- Select DEPMSESE.
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Import the standard Self-Service dashboards.
You can raise a support incident and request the dashboards package, or use the latest package attached to Knowledge Base Article 2105001.
- Click Save.