Querying context property records

If you are mass-loading actor context property records into your system, you must query context property records to locate the unique ID and key field records. The results of the query are loaded in the next task.

Before you perform this procedure, these structures must already exist:

  • EnterpriseGroup
  • FinanceEnterpriseGroup
  • HROrganization
  • A Context Property must be created for each of them
  1. If Excel is not running, launch it.
  2. In Excel, select the Infor tab.
  3. Select Insert Query.
  4. Government Cloud customers, launch Multi-tenant Infor Rich Client by specifying a server URL in this format: <prefix>-<customer>-<environment type>.<hosted zone>

    where

    • <prefix> = gen
    • <tenant> = the customer name
    • <environment type> = tst, stage, prd (and so on)
    • <hosted name> = tam.inforgov.com

    Example:

    gen-tenant-tst.tam.inforgov.com

  5. Other customers (not Government Cloud), launch the Infor multitenant system by specifying a server URL in this format: https://gen-<tenant>-<type>.<domain>.com

    where

    • <tenant> = your tenant name
    • <type> = the type of tenant, for example, TST, STAGE, PRD
    • <domain> = the domain where your tenant is installed, typically, inforcloudsuite.com
  6. Click Connect.
  7. Select the application data area for adding the actor context: <tenant>_<type> ._fsm or <tenant>_<type>._hcm.

    where

    • fsm is used for Financials and Supply Management
    • hcm is used for Global Human Resources
  8. On the Insert Business Class Query dialog box, select the Context Property business class.
  9. Select the fields ContextProperty and KeyField and click Insert.
  10. Click Refresh to pull the data into the spreadsheet.
  11. In the list of returned records, cut the KeyField column and insert it into column A. This makes the column available for a VLookup to be used in the next task.
  12. Name the tab ContextProperty. You are now ready to upload actor context records.