About external application parameters

To maintain the user credentials for external applications, such as Infor Document Management (IDM), use the External App Parameters form. This form provides a central location for application connection credentials.

These parameters are needed to create a user profile for external applications:

Parameter Description
Application Name The name of the connecting application
Application Instance The name of the instance
URL URL address
User Name or Client Key Username credentials for the base URL. This field changes to Client Key whenever OAuth1 is selected as the authentication method
Password or Client Secret Password credentials for the username account. This field changes to Client Secret whenever OAuth1 is selected as the authentication method
Authentication List of system-defined authentication methods
Signature Method List of system-defined signature methods. This field is shown if OAuth1 is selected as the authentication method
ION API Server ID List of ION API servers
Is Active Indicates it is an active record

Only one active record should exist for each unique Site Reference and Application Name pair. For example, for SiteRefA and AppName1, where:

  • Record 1: Application Instance is InstanceName1 and Is Active check box is selected
  • Record 2: Application Instance is InstanceName2 and Is Active check box is cleared
  • Record 3: Application Instance is InstanceName3 and Is Active check box is cleared

These records are valid since there is only one active record in the system.

Note: For each Site Reference and Application Name pair, you can create one to many inactive records, but only zero to one active records can exist in the system.

The Application Instance must be unique for a Site Reference and Application Name pair. For example, for SiteRefA and AppName1, where:

  • Record 1: Application Instance is InstanceName1 and Is Active check box is selected
  • Record 2: Application Instance is InstanceName2 and Is Active check box is cleared
  • Record 3: Application Instance is InstanceName1 and Is Active check box is cleared

Record 3 is invalid since AppName1 has multiple instance name values of InstanceName1.

There can only be one active record for each unique Site Reference and Application Name pair. Other records must be marked inactive. These records are valid:

  • Record 1: SiteRefA, AppName1, InstanceName1, Active
  • Record 2: SiteRefA, AppName1, InstanceName2, Inactive
  • Record 3: SiteRefA, AppName1, InstanceName3, Inactive
  • Record 4: SiteRefA, AppName2, InstanceName1, Active
  • Record 5: SiteRefB, AppName1, InstanceName1, Active

The Application Name and Application Instance is a unique pair within a Site Reference. Record 1 and Record 5 are both valid because they are on different sites.

For IDM, you can define multiple connections to multiple IDM instances, if present. These records are valid:

  • Record 1: Application Name is IDM, Application Instance is IDM Live, andIs Active check box is selected
  • Record 2: Application Name is IDM, Application Instance is IDM Test, and Is Active check box is cleared

These records are valid because only one Application Name is active. There can be many inactive application names.