Adding Self-Service to your tenant

  1. Log on as Administrator to Infor Ming.le.
  2. From the App Menu, select d/EPM Administration. Create an application.
  3. Select the created application and click the Infor Ming.le tab. Make a note of the information displayed.
    For example, copy and paste the information to a text file.
  4. Click the User Menu icon and select Admin Settings .
  5. Click + ADD APPLICATION.
  6. 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 Ming.le 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 Ming.le-internal management, but also for functions such as drillback and sharing of page links. The instance name must be lowercase.

    Use HTTPS
    Switch on this option.
    Host Name
    Specify the host name given in the information from the Infor Ming.le tab in d/EPM Administration.
    Port
    Specify the port number given in the information from the Infor Ming.le tab in d/EPM Administration.
    Context
    Specify the context given in the information from the Infor Ming.le tab in d/EPM Administration.
    Default Tenant
    Leave this field empty.
  7. If the registration is successful, click the Permissions tab in the Manage Applications dashboard. Add one or more of these permissions as you require:
    • BI-Administrators
    • BI-PowerUsers
    • BI-Viewers
  8. From the App Menu, select the new application.
  9. Click the Settings icon and select Content Connections.
  10. Click the Create icon and select Application Studio Service.
  11. 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.
  12. 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 KB 2105001.
  13. Click Save.
Related topics
  • Creating applications
  • Creating a content connection