Creating an IDM document type

  1. Open the File Servers form.
  2. Select an Infor Document Management type server from the server list.
  3. Select the Infor Document Management tab.
  4. Click Configure IDM.
  5. On the Document Type panel of the IDM Configuration form, specify this information:
    ID
    Specify a name that describes the document type, for example MG_IDMReportServer, MGIDMServer.
    Document Type
    Specify a name for the document type, for example MG IDM Report Server, MG IDM Server.
    Default ACL
    Specify the default Access Control List for the document type.
  6. On the Document Attributes panel, specify these information:
    Name
    Specify a name for the document attribute, for example PO Number, Inventory Number.
    ID
    Specify a name that describes the document attribute, for example po_num, inv_num.
    Type
    Specify the attribute type.
    Size
    Specify the attribute size.
    Multi Value
    If the attribute contains multiple values, select this option.
  7. On the Access Control List panel, specify this information:
    Name
    Specify a name that describes the Access Control List.
    Description
    Specify a description for the Access Control List.
    Default ACL
    To set the Access Control List as default, select this option.
    Roles
    Specify a name that describes the roles.
    Read
    To limit a role to reading only an IDM, select this option.
    Update
    To allow role to update an IDM, select this option.
    Create
    To allow role to create new IDM, select this option.
    Delete
    To allow role to delete an IDM, select this option.
    Check In
    To allow role to check in an IDM, select this option.
    Check Out
    To allow role to check out an IDM, select this option.
    Change ACL
    To allow role to change an ACL, select this option.
    Force Undo Check Out
    To enable force undo on IDM check out, select this option..
    Edit Secure Attributes
    To allow role to edit secure attributes, select this option.
    Archive
    To allow role to archive an IDM, select this option..
  8. Click Import.