Adding custom security roles

  1. After you sign in to Infor OS Portal, select User Menu > User Management.
  2. Configure Logical ID Associations.
    1. From the landing page, expand the left menu and select Configure > Logical ID Associations.
    2. Click the Add icon.
    3. The Ming.le LID is the Logical ID of the application you want to associate the role to. We want the Infor Birst Analytics Logical ID and the Infor Birst Connection Point LID. Specify this information:
      Ming.le LID
      Specify lid://infor.csf-birst.csfbirst
      Connection Point LID
      Specify lid://infor.birst.birst:ims
      You can also find Ming.le LID using search. Specify csf in the search box, select CSF Analytics, and click ADD & CLOSE.
    4. Click Save.
      Alternatively, the Logical ID for any application can be found in the Admin Settings section of Infor OS Portal, located in the same drop down as User Management. From the landing page, double-click the icon of the application of interest. The LID is under the Deployment Information tab.
  3. Add the custom security role by performing these steps:
    1. Select Configure > Master Data Types > Security Roles.
    2. Create a role by clicking the Add icon.
    3. Specify the name and description for the new security role.
    4. The application must now be associated to the role. Select the Applications tab and click Add icon.
    5. Select CSF Analytics from the list, and click ADD & CLOSE.
    6. Click Save.
    7. Navigate back to the new security role, open the Applications tab, and confirm that the status of CSF Analytics is Accepted.