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Infor ION User Guide (Cloud)
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About this guide
Infor ION introduction
ION Connect
Event Management
Alarms
Workflow
Activities
ION Homepages widgets
Infor OS Service Limits
Overview
Home page
Model overview
Tile toolbar
Single-select mode
Multi-select mode
Grids overview
Details page
Indicators
Bookmarking pages
Starting the application
Viewing version details
ION Scripting
ION Scripting concepts
Supported languages
Supported libraries
Scripts overview page
Creating scripts
Deleting scripts
Duplicating scripts
Exporting scripts
Importing scripts
Script details
Approving scripts
Script usage
Searching and filtering scripts
Libraries overview page
Importing libraries
Deleting libraries
Exporting libraries
Library details
Library usage
Searching libraries
Libraries
Information tab
Browsing the library content
Searching the code editor
Library versioning
Finding and creating libraries
Script modeling
Input and Output Variables properties
Writing the code
Searching text in the code editor
Searching and replace text in the code editor
Minimap
Comparing script code versions
Library dependencies
Updating a library
Removing a library
Testing a script
Comparing input and output payload
Generating an object schema from the output variable payload
Console
Test data syntax-highlight and pretty-print - CLOUD
Script documentation
Script versioning
Using scripting
Scripts in data flows
Limitations
Runtime errors and exceptions
Data Loader
Configuring Data Loader
Authorized Application
Starting the Data Loader run
Data Loader run details
ION Connect concepts
Documents
Connection points
Data flows
Document flows
Data Lake flows
Compare data flows and workflows
Message Routing
Examples for using explicit routing on reply messages
Inverse Mapping
Filter-out reply
Different endpoint for reply
XML document from external source
ION Connect Modeling
Data Lake activities
Ingest to Data Lake Activity
Retrieving from Data Lake Activity
Message headers
Query Data Lake Activity
Prerequisites
Using the modeler
Creating and using data flows
Modeler toolbox
Using the notifications pane
Activating and deactivating data flows
Activating a data flow
Deactivating a data flow
Changing data flows
Using multiple data flows
Creating and using API flows
Using the API Flow modeler
API Flow parameters
Publishing
API Flow elements
API Flow Properties
Request tab
Request Body tab
Response tab
Test tab
API step
Request parameters tab
Request Body tab
Output Parameters tab
Test tab
Parallel API flows
Decision API flows
Properties tab
Decision Parameters tab
Conditions tab
Output parameters tab
Adding a JQ Transform step
Adding a Filter step
Adding a Do While step
Sample scenario
Monitoring
Error handling
Creating and using connection points
Creating connection points from the data flow modeler
Creating connection points from the connection points list
Changing a connection point
Checking usage of connection points
Deleting a connection point
File (SFTP from Cloud) connection point
Application connection points
Configuring an IMS integration
Bidirectional IMS
Unidirectional IMS
General application properties
Infor application (IMS) properties
IMS via properties
Infor application properties
Configuring Connection points for a Multi-Logical ID I/O box
Application documents
ION Network connection point
Preparing to receive documents
Preparing to send documents
Configuring an authorized app
Configuring a network connector
Partner dependency
Message headers handling
Document types supported by various connectors
Document mappings
Merge
Basic enrichment of the original document
Document mapping
Specifying document mapping
Allowed data type combinations
Handling of missing attributes or empty values
Advanced merge using script
Input parameters
Headers JSON structure
Output tab
Test tab
Splitter
Using a splitter in a data flow
Example 1 - Path - Basic splitting logic
Example 2 - Path - Excluding parent element
Example 3 – Every 3 MB at end of line
Example 4 – Every 5 lines with 3 header lines
Script
Using a script in a data flow
Document mapping
Specifying Input parameters
Specifying output
Testing the script
Wait
Using a wait in a data flow
Workflow from document flow
Modeling a workflow from document flow
Workflow from document flow process
Filtering and content-based routing
Filtering
Routing
Selecting attributes
To select attributes
Specifying filters for selected attributes
Defining conditions
Attribute-value comparison
Attribute comparison
Attribute existence
Combined condition
Advanced properties of connection points
Application connection points of type IMS
Advanced properties for polling
Protected content - SHARED
Defining protected content
Exporting content as protected
Importing protected content
Enterprise Connector
Integration with your local applications
Configuring an integration with a local application
Creating a location
Downloading and installing the Enterprise Connector
Enterprise Connector prerequisites
Installing Enterprise Connector
Installing Enterprise Connector using a script
Configuring Enterprise Connector
HTTP security settings
Granting other users access to the Enterprise Connector configuration
Accessing the Enterprise Connector Grid Management UI remotely
Trusting the Enterprise Connector SSL certificate
Configuring a trusted CA certificate in the Enterprise Connector
Enterprise Connector Configuration Screen
Custom client drivers
Limiting Enterprise Connector to the ION CE Amazon region
Increase memory for the Enterprise Connector components
Using REST APIs
Grid REST APIs
Enterprise Connector REST APIs
Downloading the latest Enterprise Connector version programmatically
Uploading a JMS driver
Updating the database settings
Updating the JDK version
Updating location credentials
Log archiving
Configuring the use of a proxy service
Scale-out the Enterprise Connector to another host
Uninstalling an Enterprise Connector host
Enterprise Connector service - processing
Verifying Enterprise Connector
Verifying the ION Hybrid service
Verifying Enterprise Connector connectivity
Upgrading Enterprise Connector from an earlier version
Upgrading using a script
Disaster recovery planning
Replacing Enterprise Connector with a fresh installation
Recovering the Enterprise Connector database
ION Connect Mapping
Concepts
Graphical mapping
Function
Smart Matching
Smart Matching example
XSLT Generator V1 and V2
Compatibility Mode
Using Compatibility Mode
XSLT and advanced mapping
Sensitive Data Mapping
Creating, changing, or deleting mappings
Creating mapping from the data flow modeler
Creating graphical mapping from the Mappings menu
Creating a sensitive data mapping from the Mappings menu
Changing a mapping
Deleting a mapping
Using the graphical mapping modeler
Defining a graphical mapping
Document tree
Modifying the working area of the Mapper window
Tree navigation
Searching and filtering
Searching
Source tree filtering
Target tree filtering
Refreshing
Focus view
Graphical mapping connections
Commenting on graphical connections
Adding a comment
Editing a comment
Deleting a comment
Comments on function scope container
Visualizing an off screen mapping connection
Visualizing XPath
Set default value
Setting the default value
Deleting the default value
Deleting the default value during edit
Grouping
Error and warning notifications
Exclude from mapping
Excluding an element from a mapping
Graphical mapping data type compatibility
Automatic casting
Element occurrence compatibility
Allowing mapping multi-occurrence elements to single-occurrence elements
Allowing mapping optional elements to mandatory elements
Auto detect parent occurrence
Enabling auto-detect parent node occurrence
Graphical mapping using functions
Starting points of functions
Using function scopes
Adding constants or user-defined functions
Constants
Adding a constant
Adding a constant as a starting point
Editing a constant
Deleting a constant
Deleting a constant that is not the starting point
Deleting a constant that is the starting point
User-defined functions
Creating a user-defined function
User-defined function example
Editing a user-defined function
Duplicating a user-defined function
Template Functions
Global user-defined functions
Creating a global UDF
Using a global UDF
Updating a global UDF
Deleting a global UDF
Adding a description to a global UDF
Viewing details of a global UDF
Connecting functions
Function output to target element or function input
Adding and removing function inputs and outputs
Removing a function connection
Duplicating an output value
Removing a duplicate output
Adding another source
Single and List functions
Loop constructs (xsl:for-each)
Removing a function
Advanced mapping
Using advanced mapping
Importing and exporting XSLT
Editing XSLT
XSLT extensions
Namespace for custom extensions
Example for base64 decoding extension
Example scenario
Original file sample
Sample after read action by file connector
XSLT sample
Final output sample
Example for throw exception extension
Example for base64 encoding extension
Switching back to graphical mapping
Sensitive data mapping security policies
Creating a security policy
Changing applied security policy
Creating and updating security policy on multiple nodes
Applying the Data Masking security policy
Applying the Data Removal security policy
Applying the Node Removal security policy
Security policy status and feedback
Removing a security policy for a node
Testing a mapping
Comparison tool
Icons and visual feedback
Versioning
Version administration
Approving draft versions
Version and approval status in the Mappings overview page
ION Connect import and export
Import procedure
Generic import procedure
Mapping specific behavior
Legacy mapping (without versioning)
Data flow and connection point specific behavior
Export procedure
Event Management
Architecture
Examples
Concepts
Monitors
Application documents
References
Characteristics of a reference defined as document metadata
Characteristics of document relations defined as conditions
Attributes
Repeating attributes
Attribute types
Monitor rules
Occurrence settings
Monitor rule - condition only
Attribute-value comparison - Event Management
Attribute comparison
Attribute existence
Attribute comparison with calculation
Attribute comparison with deviation (%)
DateTime Check
Combined condition - Event Management
Operators in monitor conditions
Monitor rule - value change
'Changes' operator
'Changes from any value to new value' operator
'Changes from old value to new value' operator
'Does not change' operator
'Does not change from old value to new value' operator
Monitor rule - document overdue
Procedures
Task overview
Modeling tasks
Defining monitors
Specifying monitor drillbacks
Defining combined conditions
Activating monitors
Deactivating monitors
Changing active monitors
Exporting monitors
Importing monitors
Alarms
Architecture
Examples
Concepts
Alarm templates
Alarms
Procedures
Task overview
Modeling tasks
Defining alarm templates
Activating alarm templates
Deactivating alarm templates
Changing active alarm templates
Importing alarm templates
Exporting alarm templates
Workflow
Working with a set of workflow definitions
Architecture
Starting a workflow
Workflow definition
Sample workflow
Concepts
Workflow patterns
Workflow elements
Workflow parameters
Parameters in parallel execution
Parameter data types
Workflow conditions
Parameter-value comparison
Parameter comparison
Combined condition
Operators in workflow conditions
Workflow drillbacks
Workflow tasks
Canceling workflow tasks
Configuring automatic task cancellation
Workflow tasks with custom forms
Using custom forms to perform workflow tasks
Workflow structures
Workflow API call
Specifying a path for output mapping
Example of JSON Path
Example of an XPath
Example of HEADER response
Running a workflow with an API step
Avoiding workflow failure
Using the optional output mapping
Procedures
Task overview
Creating a workflow definition
Specifying generic information for a workflow definition
Specifying workflow parameters
Showing the usage workflow parameters
Specifying workflow drillbacks
Specifying workflow structures
Viewing workflow authorizations
Building the workflow model
Saving the workflow definition
Specifying details for a task element
Specifying task properties
Specifying task content
Specifying task actions
Specifying task distribution details
Specifying task completion properties
Specifying details for a task chain element
Specifying approval actions
Specifying the approval matrix
Using the "Simple approval matrix" option
Example 1
Example 2
Example 3
Using the "Use Business Rules" option
Migrating an approval matrix to Business Rules
Using the migrated approval matrix
Specifying details for a notification element
Specifying details for a Set Parameter element
Specifying details for a decision table element
Using the "Simple decision matrix" option
Using the "Use Business Rules" option
Migrating a decision matrix to Business Rules
Using the migrated decision matrix
Specifying details for an API element
Specifying details for a wait element
Specifying details for a start workflow element
Specifying details for a script element
Configuring a script step in workflow
Specifying details for a decision element
Specifying details for a parallel element
Specifying details for a loop back element
Specifying details for a subprocess element
Defining combined conditions for decision or loop back elements
Example
Specifying details for a Coleman AI element
Configuring a Coleman AI step in workflow
Miscellaneous actions
Moving or copying elements in the modeler
Removing elements
Adding additional branches to parallel elements
Removing empty branches from parallel elements
Expanding and collapsing subprocesses
Using the messages pane
Activating workflow definitions
Changing active workflow definitions
Deactivating workflow definitions
Checking usage of workflow definitions
Exporting workflow definitions
Importing workflow definitions
Workflow authorizations
Starting workflow instances
Starting workflow instances through ProcessWorkflow BODs
ProcessWorkflow message patterns
Canceling workflow instances
Canceling a workflow instance
Canceling running workflow instances
Activation policies
Defining activation policies
Specifying generic information for an activation policy
Selecting the document the policy evaluates
Selecting document attributes
Creating conditions for an activation policy rule
Specifying the activation policy rule
Specifying the workflow parameters and mapping the workflow structures
Activating activation policies
Deactivating activation policies
Exporting activation policies
Importing activation policies
Workflow schedules
Defining workflow schedules
Specifying generic information for a workflow schedule
Specifying the schedule timing information
Specifying the schedule action
Activating workflow schedules
Deactivating workflow schedules
Exporting workflow schedules
Importing workflow schedules
Monitors and Workflows advanced configuration
Adding translations
Configuring escalation and reminders
Adding distribution elements
Adding distribution elements in simple configuration mode
Changing the e-mail setting
Adding distribution elements in the advanced configuration mode
Example
Business Rules
Basic navigation
Permissions
Permissions per role
Business Rules matrices
Lifecycle of a matrix
Procedures
Approval matrix definition
Creating approval matrices
Example 1
Example 2
Example 3
Decision matrix definition
Creating decision matrices
Defining a matrix
Defining matrix parameters
Defining the matrix rules
Overview of the condition types and their syntax
Editing the actions for an approval matrix
Search and replace
Editing the actions for a decision matrix
Adding notes to matrix rows
Submitting a matrix for approval
Duplicating a matrix definition
Deleting a matrix definition
Reverting to the last active version
Importing and exporting matrix definitions
Importing and exporting matrix definitions from and to CSV
Exporting matrix definitions to CSV
Importing matrix definitions from CSV
Comparison operators in CSV files
Data type formatting
Viewing matrices
Viewing previous matrix versions
Approving and activating a matrix
Simulating the matrix execution
Using an approval matrix from Workflow
Using a decision matrix from Workflow
Configuring decision table step with shared decision matrix
Workflow and matrix versions
Page overviews
Matrices
Approval Matrix
Decision Matrix
ION OneView, management and troubleshooting
ION OneView
Search documents in ION OneView
Basic search
Custom search
Standard fields
Message processing
Message header fields
Document content fields
Retrieved from Data Lake
Handled in
Not handled in
Available in Data Lake filter
Purged from Data Lake
Timeline view search results for documents
Document results
Messages for selected document
Timeline for selected message
Message Content Window
Drill down to Desk pages
Timeline indicators for alerts
ION OneView components / event sources
ION OneView event types
Advanced view search results
Messages and related events
Export Advanced view search results
Resubmitting a No Route message - CLOUD
Resubmitting No Route messages in bulk - CLOUD
OneView Archiving
Manage ION Connect
Active connection points
Pausing message processing of connection points
Pausing sending messages
Pausing receiving messages
Resuming sending / receiving messages
Resetting values for incremental load
AnySQL connection point
API connection point
Data Lake retrieval activities
Viewing or deleting pending messages
Resubmiting messages
Active Data Flows
Error Messages
Searching error messages
Mark error message as handled / unhandled
Resubmitting the original message
Export to CSV
Active Routings
Manage Monitors and Workflows
Navigation
Navigating back
Displaying large amounts of data
State transitions
Manage Event Management
Viewing the status of Event Management
Viewing active monitors
Pausing active monitors
Resuming monitors
Showing alerts
Showing triggers
Viewing triggers
Viewing and deleting archived monitors
Manage Alarm Templates
Viewing the status of alarm templates
Viewing active alarm templates
Pausing active alarm templates
Resuming alarm templates
Showing alarms
Showing triggers
Viewing and deleting archived alarm templates
Manage ION Workflow
Viewing the status of workflows
Viewing the status of a workflow
Viewing the status of a workflow instance
Deleting finished instances of active workflows
Deleting workflow instances
Viewing and deleting archived workflows
Manage workflow activation policies
Using ION OneView
Viewing the status of an activation policy
Viewing and deleting archived activation policies
Manage workflow schedules
Deleting archived process data
Process transactional data management
Manage alarms
Viewing search results
Viewing alarm details
Stopping an alarm
Activities
Concepts
Activities application architecture
Management
Managing activities
Searching for an activity by ID
Canceling outstanding activities
Canceling activities in a batch
Canceling activities individually
Viewing and deleting archived activities
Deleting archived activities
Generating reports for user actions
Generating reports for workflow instances
Columns in the workflow status report
Columns in the workflow aging report
Workflow instance status information
Downloading reports
Configurations for the Activities engine
Customizing the layout for email notifications
Customizing email properties and templates
Example of customized email templates for a task and notification
Custom email properties
Customizing email templates
Email templates with actionable links
Translating email templates
Adding translated email templates
Troubleshooting and logging
ION status overview
Viewing status of active data flows or connection points
Viewing the Error Messages
Viewing activities
ION OneView
Missing data
Incorrect data
Exception handling
Receiving emails for exceptions
Receiving alerts for business process errors
Receiving alerts for exceptions
Configuration
Codes
Creating codes in ION
Validation rules
Importing codes from XML
Exporting codes to XML
Importing codes from CSV
Exporting codes to CSV
Configuring the ION Service
Properties tab
Configuration Files tab
Key Management tab
Actions on PGP keys
Preview Features tab
OneView Restore
Downloads
Downloading a feature asset
Exporting the complete history log
Configuration Management
ION Tags
Data Catalog Tags
Data Catalog
Object schemas
Tiles overview
Tiles toolbar
Single-select mode
Multi-select mode
Grid overview
Filter overview
Schema generation wizard
Generating a schema from sample data
Object information
Property definition
Additional metadata
Building a schema manually
Object information
Property definition
Additional metadata
Metadata Crawler wizard
Generating object schemas for a database connection point
Selecting items to register
Defining object details
Finding and replacing characters in object names
Reviewing objects
Summary
Canceling metadata generation
Notes on generated metadata
Adding objects of type ANY
Importing objects
Zip file structure for import
Exporting objects
Deleting objects
Viewing Object Metadata
Schema tab
Personalize Columns
Filter Schema Properties
Dialect tab
Noun properties
Object Properties
Configuring custom message headers
Importing custom headers
Exporting custom headers
Adding custom headers
Updating custom headers
Deleting custom headers
Data Lake views
Tiles overview
Grid overview
Filter overview
Viewing metadata for Data Lake views
Schema tab
Personalize Columns
Filter Schema Properties
Query tab
User area extensions
Importing user area schema files
Exporting user area schema files
Deleting user area schema files
Mapping user area extensions
Removing user area extensions mappings
Editing user area extensions mappings
Locale selections
Adding locale selections
Editing locale selections
Deleting locale selections
Repositioning locale selections
Importing locale selections
Exporting local selections
Data Lake
Authorizations
Users
Authorization framework
Access level
Standard IFS security roles and desk profiles
Desk profile administration
Adding a new IFS security role with a standard profile
Creating a desk profile
Duplicating a desk profile
Modeling role-based access
Examples
Importing desk profiles
Exporting desk profiles
Specific access behavior
Document authorization
OneView documents
IFS document authorizations
Error Message fields
Standard functions for ION mappings
Tooltips for ION Mapper
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