Infor Local Technology Runtime Administration Guide

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About this guide

Infor LTR administration

Upgrading the Grid JDK in a single server installation

Upgrading the Grid JDK in a multi-node server installation

Modifying the java heap space

Adjusting users for grid authentication

Infor ION Grid applications, bindings, nodes and modules

ION Desk application

ION Service application

Failover considerations

Enabling grid functionality

Adding a custom BOD to the shredder service BOD registry

Updating certificates

Updating the certificates in maintenance mode

Updating the trusted certificates

Updating the Grid Client Certificates through Infor LTR Manager

Renewing OAuth keys in maintenance mode

Renewing OAuth keys in Infor LTR Manager

Upgrading Windows with Infor LTR installed

Changing the AD FS identity provider used by Infor LTR

Further considerations

Promoting an Infor LTR secondary node to a primary node

Promoting an Infor LTR secondary node to the primary node

Recovering the primary server as the secondary server

Recovering the primary server as the primary server again

Removing a node

Enabling TLS 1.2

Environment with ELB that supports only TLS 1.2 and a dedicated SQL Server

Windows Registry changes

Server Registry changes

.NET Framework Registry changes

Load Balancer changes

Environment without ELB

Windows Registry changes

Server Registry changes

Browser setting changes

Connecting to a new database server

Checking the Redis version

Enabling Transparent Data Encryption

Infor LTR Manager

Starting Infor LTR Manager

Application containers

Database instances

Adding a new application to the Infor LTR farm

Downloading the Relying Party Trust PowerShell script for each application

System configurations

Tenant Configuration

Truststore Certificates

Advanced Features

Manage Grid Applications

Identity providers

Enabling advance mode features

Infor STS administration

Understanding Infor STS process flow with Infor LTR

General settings

Download federated metadata

Identity Provider (IdP) connection

Creating an IdP connection

Editing an IdP connection

Deleting an IdP connection

Authentication store

Creating an authentication store (LDAP)

Creating an authentication store (REST)

Editing an authentication store

Deleting an authentication store

Home Realm Discovery settings

Service Provider (SP) connection

Creating an SP connection

Editing an SP connection

Deleting an SP connection

Signing certificate

Creating a signing certificate

Activating a signing certificate

Deleting a signing certificate

General information

Changing the icon

ION administration

Managing queue memory parameters

Scale out connect nodes

Configure the expected load for the document flow elements

Resource consumption page

Changing the number of connect nodes

ION statistics widgets

Accessing ION statistics widgets

Content restrictions

ION widgets overview

Configuring the widget

Collecting ION Grid-related log files

Log file collector

Programmatic upload of ION models (content)

Upgrade instructions for custom email templates

Backing up the customized email templates

Redeploying your customized email templates

Infor Ming.le administration

Manage Applications

Applications panel

Add/Edit Application

Adding the Infor application

Application Details

Deployment Information

Adding users and User Management security roles

Deleting users and User Management security roles

Context/Utility Apps

Edit Screen ID Association

Adding a screen ID association

Editing a screen ID association

Deleting a screen ID association

Editing a setting

Add/Remove Context Applications

Adding a context application

Removing a context application

Add/Remove Utility Applications

Adding a utility application

Removing a utility application

Reordering context/utility applications

Custom Parameters

Adding a custom parameter

Editing a custom parameter

Deleting a custom parameter

Logical ID Fallback

Adding a logical ID fallback

Deleting a Logical ID fallback

Adding a Non-Infor application

Application Details

Deployment Information

Adding users and User Management security roles

Deleting users and User Management security roles

Context/Utility Apps

Add/Remove Context Applications

Adding a context application

Removing a context application

Edit Screen ID Association

Adding a screen ID association

Editing a screen ID association

Deleting a screen ID association

Editing a setting

Add/Remove Utility Applications

Adding a utility application

Removing a utility application

Logical ID Fallback

Adding a logical ID fallback

Deleting a Logical ID fallback

Delete Application

Deleting an application

Manage Context/Utility Apps

Viewing details

Permissions - CE Administration viewing details

Adding users and User Management security roles

Granting access to all users

Deleting users and User Management security roles

Context Messages

Adding a context message

Deleting a context message

Enabling applications

Adding and removing applications

Deleting an application's association

Deleting a manually created context or utility application

Adding context and utility applications

Adding a context or utility application

Managing drillbacks

Drillback view details

Uploading drillbacks

General Settings

User Management

Importing users

Exporting users

Uploading users

Applying actions to users

Activate a draft user

Bulk activate draft users

Activate a disabled user

Security Roles tab

Adding a security role to a user

Removing a security role from a user

Accounting Entities tab

Adding accounting entities to a user

Removing accounting entities from a user

Adding locations to a user

Adding a group to a user

Removing a group from a user

ERP Person IDs tab

Adding an ERP Person ID

Removing an ERP person ID

Additional Properties tab

Updating additional properties

Client Access tab

Revoking access

Revoking access

Revoking access

Service Accounts

Adding a service account

Deleting a service account

Enabling a service account

Disabling a service account

Adding an SCIM user identifier and password

Deleting an SCIM user identifier and password

Updating the SCIM password

Adding an ERP person ID

Deleting an ERP person ID

Adding a contact

Deleting a contact

Viewing contact details

Adding a contact group to a contact

Deleting a contact group from a contact

Adding a contact group

Importing contact groups

Exporting contact groups

Deleting a contact group

Viewing contact group details

Adding a contact to a contact group

Deleting a contact from a contact group

Importing groups

Exporting groups

Deleting a group

Copying a group

Viewing group details

Adding a user to a group

Deleting a user from a group

Adding an identity repository group to a group

Deleting an identity repository group from a group

Using the Contact Us group

Adding a security role to a SCIM group

Removing a security role from a SCIM group

Identity Repository Groups

Adding an identity repository group

Deleting an identity repository group

Syncing users from an identity repository group

Security Roles Specific to User Management (Infor Federation Services)

IFSApplicationAdmin

DataAdministrator

IFS-ReadOnlyUser

Infor-SystemAdministrator

Security Roles Specific to Infor Ming.le

Infor-SuiteUser

MingleEnterprise

MingleAdministrator

MingleIONEnabled

MingleStreamsTemplateCreator

Security Roles Specific to the ION Desk Application

IONContentProvider

IONDeskOAuthGenerator

IONDeskSecurityAdmin

Mingle-LocatorView

Security Roles Specific to the ION API Application

IONAPI-Administrator

Security Roles Specific to the Homepages Application

HOMEPAGES-Administrator

HOMEPAGES-ContentAdministrator

HOMEPAGES-ContentSupport

Security Roles Specific to the Infor Document Management (IDM) Application

IDM-AdvancedUser

IDM-Administrator

IDM-RelatedInformationUser

Adding a security role

Importing security roles

Exporting security roles

Deleting a security role

Copying a security role

Viewing security role details

Adding users to the security role

Removing users from the security role

Adding documents to the security role

Removing documents from the security role

Adding identity repository groups to the security role

Removing identity repository groups from the security role

Accounting Entities

Viewing accounting entities

Importing accounting entity and user associations

Exporting accounting entity and user associations

Adding users to an accounting entity

Removing users from an accounting entity

Adding identity repository groups to an accounting entity

Removing identity repository groups from an accounting entity

Adding users to a location

Removing users from a location

Adding identity repository groups to a location

Removing identity repository groups from a location

Document Authorizations

Viewing document details

Mapping a security role to a document

Removing a mapping of a security role to a document

Identity Repositories

Adding an AD parameter

Deleting an AD parameter

Viewing and editing an AD parameter

SCIM Parameters

Enabling SCIM Parameter configuration

Adding an SCIM parameter - Get Users

Adding an SCIM parameter - Publish Users

Deleting an SCIM parameter

IFS ION-Person ID

Session Configuration

Settings > General Settings

User Properties

Standard Properties

Additional Properties

Adding an additional property

Homepages administration

Working with the Administration tool

Accessing the Administration tool

Working with settings

Common settings

Widget settings

Changing a setting

Adding a settings rule

Changing a setting rule

Removing a setting rule

Changing the order of setting rules

Working with features

Working with properties

Adding a property

Setting a mandatory page

Setting an effective date range for a mandatory page

Identifying a mandatory page as a primary page

Working with private pages

Working with published pages

Locating published pages

Working with page permissions

Adding permissions

Editing permissions

Removing permissions

Understanding permissions for pages

Locating the page ID for a page

Working with standard pages

Publishing a copy of a standard page

Publishing a standard page to an existing page

Working with dynamic pages

Adding a dynamic page

Adding an image

Adding an information type

Adding a link list

Adding shortcuts

Adding a web page

Adding a widget

Working with featured pages

Viewing all featured pages

Adding a page to featured pages

Removing a page from featured pages

Removing a page from featured pages from the administration tool

Working with Start Experience configuration

Working with published widgets

Locating published widgets

Locating the widget ID of a widget

Working with widget permissions

Adding permissions

Editing permissions

Removing permissions

Understanding permissions for widgets

Working with standard widgets

Working with featured widgets

Viewing all featured widgets

Adding a widget to featured widgets

Removing a widget from featured widgets

Removing a widget from featured widgets in the administration tool

Working with featured banner widgets

Working with early access widgets

Working with tags

Working with announcements

Adding an announcement

Working with security policies

Working with Export

Exporting homepages data

Working with Import

Importing homepages data

Bulk deleting data

Bulk deleting data

On-premises widget installation and upgrade

URL Template support for widgets

Types of variables

Pipe support in URL templates

IDM administration

Starting and Stopping Infor Document Management

Starting and Stopping Infor Document Management Server

Starting and Stopping Infor Document Management StreamServe Adapter

Exporting and importing Infor Grid system settings

Navigating the main page

Exporting system settings

Importing system settings

Infor Document Management Client Interface

Client Configuration and Access

Infor Document Management Client in Infor Ming.le

Secure Your Clients

Infor Document Management Server Information

Infor Document Management Client Access

Infor Document Management Client Features

Search Documents

Attribute Search

Free Text Search

Advanced Search

Manage Documents

Editing a document

Deleting a document

Reverting a document

Adding documents

Adding a document

Creating a template

Infor Smart Office and Infor Document Management

Infor Document Management Maintenance

Authorization using IFS

Maintaining Data Models

The Backup / Restore approach

The Export / Import approach

Configuring Infor Document Management Server

Configuring Event Hub Subscription

Configuring Infor Document Management Contextual Application for Infor Ming.le

Filtering Available Document Types

Auditing in IDM

Creating read-only user access to IDM

Infor Document Management Resource Server

Maintaining Conversion Types

Adding a New Conversion Type

Linking Conversion Type to a Document Type

Infor Document Management Control Center

Viewing document types

Adding a document type

Cloning a document type

Editing a document type

Deleting a document type

Document Type Details form

Attribute details form fields

ACL details form

Related documents

Viewing value sets

Adding a value set

Deleting values

Import / Export

Using the Export tab

Using the Import tab

Business context model

Document Types Filter

Filtering Document Types

Security Audit Log

ION Configuration

Specific Workflow Configuration

Adding a New Result

Deleting a Result

Editing a Result

Retention Policies

Creating a policy through XQuery

Creating a policy through the rule builder

Email configuration

Testing the new template for emails sent with IDM

IDM REST API Documentation

Synchronize Data Model

Document Output

Microsoft Outlook add-in

Downloading the add-in

Creating an authorized app

Setting up the add-in

Using the add-in

Infor ION and Infor Document Management

ION Configuration

Import and Setup

Start the Workflows

Microsoft SharePoint maintenance for IDM

Document Library

Importing a document type to SharePoint

Adding a document type to SharePoint

Adding an attribute to a document type in SharePoint

Deleting an attribute from a document type in SharePoint

Deleting a document type in SharePoint

Exporting a document type in SharePoint

Enabling templates

Translating the columns of a document type in SharePoint

Creating Access Control Lists in SharePoint

For SharePoint 2010

For SharePoint 2013

IBM DB2 Content Manager maintenance for IDM

Starting the application

Creating an attribute

Deleting an attribute

Creating an item type

Configuring an item type for free text search

New Item Type Definition

Using the Access Control Tab

Using the Attributes Tab

Using the Auto-Linking Tab

Using the Foreign Keys Tab

Using the Logging Tab

Using the Document Management Tab

Using the User Exits Tab

Saving or Cancelling an Item Type

Deleting an Item Type

Enabling templates

Defining a MIME Type

Deleting a MIME Type

Creating the Language and Language Code

Translating Data Models

Translating Item Type

Translating Child Components

Translating Regular Attributes

Translating Attribute Groups

Translating Link Types

Translating MIME Types

Backing up Files in IBM DB2 Content Manager

Creating an Access Control List

Importing a document type to IBM DB2 Content Manager

Creating Document Links

Archiving M3 BE Output

Knowledge prerequisites

System requirements

Process overview

Downloading files

Configuring your global project

Importing new files

Configuring DAFSettings.tbl

Setting the Synchronous mode in OpenText StreamServe Persuasion

Configuring your layouts for archiving

Adding function calls

Editing processes

Changing the runtime

Editing DAF.fcn

Configuring DAFKeys.tbl

Activating output to IDM

Activating archiving

Elastic Search indices introduction and management

Elastic Search troubleshooting

Elastic Search is missing or not installed correctly after an installation

Incorrect Elastic Search Alias

Elastic Search templates are missing

Infor Search Configuration Service

Infor Search Indexing Service

Infor Search Search Service

Infor Search Scheduler Service

Homepages widgets

Elasticsearch Health Status widget

Application/Index Statistics widget

Configuration errors

Indexing errors

OneView general functionality

Creating indexes

Indexing new objects

Purging OneView data

Troubleshooting

Version conflicts

Circuit breaking exceptions

Index create block exception

Scheduler Service system log warning messages

Searching for IDM documents after migrating to STS

Sync.SecurityUserProfilePicture BOD metadata

Re-indexing of ION API metadata is required

Stopping the ION API service before an upgrade

Known limitations

GRID RPT access to IDM email claim

Using IDM with IBM DB2 Content Manager

Using IDM with the Infor content repository

Links
docs.infor.com
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