Get started

Infor U Campus offers comprehensive training courses to help you get started with GenAI features and capabilities. These self-paced courses cover everything from basic introductions to advanced feature usage, available at https://education.infor.com/.

Available GenAI courses include:

  • GenAI: Using Prompt Catalog
  • GenAI: Introducing Custom Guardrails
  • GenAI: Introducing DeepAgent
  • GenAI: Introducing Focus Mode
  • GenAI: Introducing MCP
  • GenAI: Introducing Prompt Catalog
  • GenAI: Using Custom Guardrails
  • GenAI: Using Focus Mode
  • GenAI: Using Evaluation
  • GenAI: Using Document Support in LLM Passthrough APIs
  • GenAI: Using Prompt Caching, Guardrails, Extended Thinking, Streaming in LLM Passthrough
  • GenAI: Using GenAI Factory
  • GenAI: Using Conversation Starters
  • GenAI: Using GenAI Assistant
  • GenAI: Introducing GenAI Assistant
  • GenAI: Introducing GenAI Private Knowledge Hub
  • GenAI: Using GenAI Private Knowledge Hub
  • GenAI: v2024.11 RT Introducing GenAI Knowledge Hub
  • GenAI: Using LLM Passthrough APIs and Prompt Catalog
  • GenAI: v2024.10 RT Introducing GenAI

Before you can access GenAI, you must be configured as a user and assigned a security role.

We recommend that you take some time to learn how to navigate the application.

Security roles

If you have a GenAI user role, you can access the GenAI from Infor OS Portal by selecting OS > GenAI. Based on your user role, these options are displayed:

  • Prompt Catalog
  • Factory
    • Tools
    • Agents
    • Conversation Starter
    • Evaluation
    • Guardrail
  • Admin
    • System Configuration

These IFS security roles are available:

  • End User IFS Roles:
    • GENAI-User: Enable to access the end-user facing chat experience
  • Admin IFS Roles: These roles are available:
    • GENAI-ToolTester: Enable to access Chat and Evaluations
    • GENAI-PromptEngineer: Enable to access Prompt Catalog
    • GENAI-ToolAdmin: Provides the read and write access to Factory. Enable to access Chat
    • GENAI-SuggestionEditor: Enable to edit Conversation Starters
    • GENAI-Admin: Provides these capabilities:
      • Enable to access full GenAI features shared above

Navigating to GenAI

If you have any of the Admin Roles, then you can access GenAI from Infor OS Portal by selecting Infor OS > GenAI.