Running workflow for initial load

Use this procedure to perform an initial load or when running the workflow for the first time.

  1. Navigate to Birst in Infor Ming.le®.
  2. Select ADMIN > Orchestration.
  3. Clone CSF - Reset Extract Variables workflow.
    1. From the workflows, select CSF - Reset Extract Variables, click the arrow down button, and select Clone Workflow.
    2. Rename the cloned workflow to CSF - Reset Extract Variables <YYYY-MM-DD> and set the AllExtractDate variables to the same date the replication sets were reset.
  4. Run the workflows.
    1. From the left panel of your workflows, select a workflow.
    2. Click the arrow down button for the Actions and select Run Workflow.
    Workflows are run in this order:
    1. CSF - Reset Extract Variables <YYYY-MM-DD>
    2. CSF - Extract and Process
    3. CSF- MSCM Extract and Process (Optional).

      Prerequisite: perform post provisioning steps found in the Infor Mobile Supply Chain Management Analytics on Infor Birst Administration Guide.

      Note:  Run this workflow if you have implemented MSCM.
    4. CSF - Security (Optional)
      Note: Run this workflow when security definitions have been modified in the FSM application.
    5. CSF - GL Subsystem Link (Optional)
      Note: Run this workflow when you must link your General Ledger transaction detail records to the subsystems for reporting.