Running workflow for initial load

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

  1. Select Birst in Infor OS Portal.
  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
      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.