Creating a user profile for external applications

  1. Open the External App Parameters form, and initiate a new record.
  2. Provide this information:
    Application Name
    Provide a name for the connecting application, for example, Infor Document Management (IDM).
    Application Instance
    Specify a name for the instance that is to be used for the connecting application.
    Note: You can create one to many instance names for each Application Name.
    URL
    Using the HTTPS format, specify the URL of the connecting application. For example, for IDM, you would specify https://servername:port/ca.
    User Name
    Specify the user ID that is used for logging into the connecting application.
    Password
    Specify the password for the connecting application username account.
    Client Key
    Specify the client key to use for logging into the connecting application. This field is shown whenever OAuth1 is selected as the authentication method.
    Client Secret
    Specify the client secret for the connecting application client key. This field is shown whenever OAuth1 is selected as the authentication method.
  3. Select the Authentication method.
    Although other authentication methods are listed, only Basic and OAuth1 are currently supported.
    Note: For IDM, OAuth1 method accepts the consumer key as the username and the secret key as the password. Basic authentication uses a domain account. OAuth1 is chosen as a backend service account so that impersonation can be implemented, rather than have every IDM's CreatedBy and UpdatedBy value applied to the same user.
  4. Optionally, Select the Signature Method
    Note: This field is shown whenever OAuth1 is selected as the authentication method.
  5. Optionally, Select the ION API Server ID.
    Note: Once the ION API Server ID is selected, the URL, Username, Password, and Authentication fields, as well as the Verify button are disabled.
  6. If the record is to be active, select the Is Active check box.
  7. Optionally, to confirm that the login information and credentials are valid, click Verify.
    If the login information and credentials are not valid, the application generates a failure message.
  8. Save.
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