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Infor Mongoose Administration Guide
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About this guide
System architecture
About SQL Server and the framework
Minimum requirements for SQL Server logins
Changing the database name
About clients
User authorizations
About user authorizations
Assigning user IDs and passwords
Creating "super users"
Changing passwords
Setting password parameters
Setting token authentication
About users and groups
Creating a user group
About groups, composite groups, and subgroups
Creating a composite group
Assigning a user to groups
Assigning a user to a primary group
Editing authorizations for a user in a group
Copying user tables
Example: Hiding fields from certain users
Disabling inactive accounts
Setting a lockout for session inactivity
About form-level security
About row-level security
Using IDO filters to limit user access
Example: IDO filters
Example: Multiple IDO filters
Example: Table join IDO filter
Example: Group IDO filter
License management
License administration in the application
About the usage-tracking license
About intranet licensing
Associating users with modules
About named user and concurrent login licensing
Licensing in a multi-site environment
About system users with special licensing
Licensing by session type
Verifying the license at user login
Verifying the license at runtime
Licensing custom forms and IDOs
Licensing for automated sessions
List of Mongoose license modules
Assigning users to license modules
Identifying the forms included in a license module
Identifying the license module for a form
Setting the default license module
Registering a Mongoose-based application
Requesting a license
Applying a license
Discarding the IDO Runtime Service cache
Applying a license using a command line
Troubleshooting license and token problems
Troubleshooting: Replacing a license with fewer users
Troubleshooting: Recovering locked tokens
File servers
Setting up a file server with logical folders
Example: Setting up templates for logical folders
Managing file servers for linked documents
Process defaults
About process defaults
Setting a process default value
Specifying validation value types for process defaults
List of process defaults
TaskMan and background tasks
About the Infor Framework TaskMan service
Setting up the Infor Framework TaskMan service during installation
Setting up the Infor Framework TaskMan service after installation
Configuring printers
Defining printers
Setting up an IDM Enterprise printer
Defining TaskMan and reports settings
About maximum concurrent tasks
Setting up the Application Server to send email notifications
Defining report options
Defining excluded tasks
About background tasks
About background task definitions
Creating a background task definition
Managing background tasks
Scheduling background tasks (developer or administrator)
Sample error message in the background task history
Scheduling reports and utilities to run in the background
Scheduling a process to run in the background
Checking which background tasks are running
About canceling background tasks
Canceling a task on the Active Background Task form
Canceling a task on the Background Task History form
Using the Active Background Tasks Purge Utility
Canceling background tasks from a CLI
About removing background tasks
Deleting WAITING tasks
Deleting background tasks that are processing
Viewing background task history information
Modifying forms to submit tasks to the background queue
Reverting to the default version of a form
Reverting form changes made in runtime mode
Reverting form changes to vendor default version
Running stored procedures and IDO methods
Setting up stored procedures
Setting up IDO methods
Using Store Options and Get Options
Using TaskMan substitution keywords
Running TaskMan in debug mode
Enabling debug mode through your application
Enabling debug mode through the TaskMan service
TaskMan debug mode messages
Checking TaskMan event messages
Troubleshooting problems with TaskMan
TaskMan does not start
Changes to Intranets form settings are ignored
Background task runs but has no history record
Labels not replaced with string table values
The transport failed to connect to the server
Application event messages from TaskMan
Using SQL profiler to trace TaskMan instances
Using stored procedures for performance benefit
Time zones
About time zones
Configuring time zone data
Online help
About the online help file system
About the help URL
Setting the base URL and start page
Configuring the help middle segment
Configuring help for on-premises use
Updating the help files
Configuring the help URL for cloud access
Multi-language interface
About Language IDs
About language-culture codes and folders
About language translations
Overriding language settings
Applying languages to your application
Removing languages from your application
Application schema metadata
Defining application schema metadata
Generating application schema metadata triggers
Building and running application schema metadata scripts
Viewing core triggers into which application code will be inserted
Metadata cache
Maintaining or discarding the local metadata cache
Next Keys
About synchronization of Next Keys
Synchronizing Next Keys
About Next Key definitions
Defining Next Key metadata
Purging Next Keys data
The Master Explorer folder
About “pruning” the Master Explorer folder display
Pruning the Master Explorer folder display
Prune Explorer folder callout method template
Troubleshooting problems with the Prune Explorer callout method
Reports
Defining a custom paper size
Adding a filename prefix parameter to a report
Assigning a report filename prefix using the AES
Troubleshooting reports
Reports do not print
Scheduled reports do not run as scheduled
Report outputs do not pick up header/footer variable values
File not found
Users outside network not receiving forwarded reports
Labels not being replaced with Strings table values
No report output
Intermittent failures with errors
Reports fail with error code
Notes do not print
Error 13 - Type Mismatch
Error 128 - Error Running Report
This field name is not known
No users are receiving email messages
Where to find information about error messages?
Feature management
Managing features in Mongoose
Replication (and multi-site)
About replication
About transactional replication
About non-transactional replication
About replication services
About MSMQ instances
Active Server Pages
Primary uses of replication
Requisites for replication
Creating the requisite elements
Specifying a "bootstrap" configuration
Creating requisites for Data Lake/IMS replication
Creating requisites for non-transactional replication
About table triggers
About triggers and transactional replication
About triggers and non-transactional replication
Disabling triggers
About regenerating replication triggers
Regenerating triggers
About stored procedures in replication
Stored procedures and functions used in replication
Stored procedures created by replication regeneration
Stored procedures used with shared tables
Using replication for Data Lake data transfers
Setup to integrate from "on-premises" to MTC Data Lake
Using replication for BOD data transfers
Viewing sent and received BODs
Creating and maintaining BODs
Generating a BOD as a background task
Filter conditions for BODs
Adding a collection of elements from an IDO or a table to a BOD
Using BOD templates
Using AES to create a BOD template from scratch
About the Send BOD event action
Modifying and constructing the body
Registering a BOD Template
Importing BOD templates
Handling outdated BOD data
Refreshing the BOD metadata cache for a server farm
Archiving unprocessed BODs
Restoring archived BODs
Purging BOD information
Purging the replication document inbox/outbox
Using replication for non-BOD transfers
Replicating data to external applications that do not use BODs
How XSL Transformations use system types
Manual replication
About manual replication
Performing a manual replication operation
About the Replication Document Manual Request Utility
Using replication for multi-site environments
About _all tables
_All table considerations
Replicating tables and columns added with the SQL Table and SQL Columns forms
Adding UET schema changes to _all tables and views
Copying UET table schema changes
Using the update _all tables form
Populating values for other sites in the local _all table
Example: Truncating _all tables
Deleting records from the _all tables
Populating the local _all parameter tables
About master sites and shared tables
How it works
About setting up a master site
Setting up a master site and shared tables
Sharing _all tables
Sharing user tables
Setting up non-transactional replication for sibling tables or subsets of tables
About point-to-point replication
Unsharing multi-site shared tables
Reverting shared user tables
Reverting an _all table
Adding a new site to a shared intranet
Setting up replication to sites in other intranets
Regenerating views to the master site
Changing site IDs
Multi-site replication examples
Transactional – Adding a new site group
Transactional – Adding an order
Non-transactional – Adding an order
Master site – Sharing product codes
Example: Using a list of configurations
Deleting replicated rows and shadow values
About the Replicated Rows Shadow Values Delete Utility
Using the Replicated Rows Shadow Values Delete Utility
FormSync
About FormSync
About synchronization
Schematic overviews
Basic form synchronization
Merging customized forms with base-level forms
Leaving customized forms untouched
Removing customized forms
Synchronize without processing forms
Synchronizing global objects
Removing global object customizations
Keeping global customizations
About customizations
About Source and Target configuration selection
About the Scan/Fix forms and objects utility
About default synchronization
About forms and synchronization
Version identification
About synchronization of forms
About synchronization of the Explorer
About synchronization of global objects
About synchronization with Site and Group versions
About synchronizing third-party products
About FormSync utilities
FormSync frequently asked questions
Before you use FormSync
Configuring a file-comparison utility
Backing up databases
Configuring database servers
Determining the level of customization required
Installing third-party products
Selecting configurations
Setting up a development environment
Using FormSync
Synchronization tasks
Making basic synchronization settings
Using default settings for synchronization
Synchronizing forms
Synchronizing global objects
Synchronizing the Mongoose Explorer
Synchronizing Site or Group versions
Testing the results of synchronization
Non-synchronization tasks
Scanning and fixing problems in the Target configuration
Using the FormSync Filter utility
Deleting custom objects
Saving a list of customized objects
Copying custom objects between databases
Generating SQL scripts for custom objects
Exporting SQL scripts
Exporting & importing metadata in partial trust situations
Exporting forms metadata
Importing forms metadata
Comparing objects
Representation of forms and global objects in comparisons
Generating pseudo code
Designating multiple objects for pseudo code generation
About the generated pseudo code output
Generating license records for customer-created forms
Using FormSync with a CLI
Using FormSync from a CLI
Sample upgrade configuration files
Sample patch information file
Sample export control file
Sample import control file
Prompts and other messages
Displaying prompts during synchronization
Recording and replaying synchronization prompts
Method call messages
Event handler prompts
Script prompts
The FormSync Log
Displaying FormSync messages in the log
Log detail levels
Printing, sorting, searching, or saving FormSync Log messages
Clearing the FormSync Log
App Metadata Transport
About App Metadata Transport
Before using App Metadata Transport
Exporting application metadata
Importing application metadata
Testing App Metadata Transport results
Running App Metadata Transport from a CLI
Transaction isolation levels
About transaction isolation levels
Setting transaction isolation levels
About integration with other applications
About external application parameters
Creating a user profile for external applications
About “widget" forms
Designating a form as a “widget” form
Infor ION API
About Infor ION API
Adding an ION API server
Adding an ION API server suite
Adding an ION API method
Testing an ION API method
Importing an ION API server suite
Importing an ION API method
Improving system performance
Hardware
SQL Server settings
Centralized Vendor Metadata Database (CVMD)
Creating a CVMD
Implementing a CVMD
Creating customer databases to use with a CVMD
Removing vendor-level data from a database
SQL Server maintenance
Statistical information
Updating statistics
Fragmentation information
Defragmenting indexes
Unneeded data
Purging or compressing unneeded data
Examining table size
Customizations
User actions
Reducing the number of rows returned in queries
Reducing the scope of reports
Replication
Simplifying user security role checks for inbound BODs
Reverting to legacy security role checks for inbound BODs
Locking and blocking
Saving each modified row in a separate transaction
Setting the collection read mode (transaction isolation level)
Windows tools
SQL Server stored procedures and commands
Printing barcode reports in PDF format
Troubleshooting timeout errors
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