Infor ION Desk User Guide (Cloud)

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About this guide

Infor ION introduction

Event Management

ION Homepages widgets

Infor OS Service Limits

ION Desk overview

Single-select mode

Multi-select mode

Bookmarking pages

How to start ION Desk

Viewing ION Desk version details

ION Scripting concepts

Supported languages

Supported libraries

Scripts overview page

Creating scripts

Deleting scripts

Duplicating scripts

Exporting scripts

Importing scripts

Approving scripts

Searching and filtering scripts

Libraries overview page

Importing libraries

Deleting libraries

Exporting libraries

Library details

Searching 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

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

Test data syntax-highlight and pretty-print - CLOUD

Script documentation

Script versioning

Using scripting

Scripts in data flows

Runtime errors and exceptions

Configuring Data Loader

Authorized Application

Starting the Data Loader run

Data Loader run details

ION Connect concepts

Connection points

Data Lake flows

Compare Document 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

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

API Flow elements

API Flow Properties

Request Body tab

Request parameters tab

Request Body tab

Output Parameters tab

Parallel API flows

Decision API flows

Decision Parameters tab

Output parameters tab

Adding a JQ Transform step

Adding a Filter step

Adding a Do While step

Sample scenario

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 through ION API

Bidirectional IMS through ION API

Unidirectional IMS through ION API

General application properties

Infor application (IMS) properties

IMS via ION API 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 ION API authorized app

Configuring a network connector

Partner dependency

Message headers handling

Document types supported by various connectors

Document mappings

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

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

Using a script in a data flow

Document mapping

Specifying Input parameters

Specifying output

Testing the script

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

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

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

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

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 12 version

Upgrading using a script

Disaster recovery planning

Replacing Enterprise Connector with a fresh installation

Recovering the Enterprise Connector database

ION Connect Mapping

Graphical mapping

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

Modifying the working area of the Mapper window

Tree navigation

Searching and filtering

Source tree filtering

Target tree filtering

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

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

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

XSLT extensions

Namespace for custom extensions

Example for base64 decoding extension

Example scenario

Original file sample

Sample after read action by file connector

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

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

Application documents

Characteristics of a reference defined as document metadata

Characteristics of document relations defined as conditions

Repeating attributes

Attribute types

Occurrence settings

Monitor rule - condition only

Attribute-value comparison - Event Management

Attribute comparison

Attribute existence

Attribute comparison with calculation

Attribute comparison with deviation (%)

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

Defining monitors

Specifying monitor drillbacks

Defining combined conditions

Activating monitors

Deactivating monitors

Changing active monitors

Exporting monitors

Importing monitors

Alarm templates

Defining alarm templates

Activating alarm templates

Deactivating alarm templates

Changing active alarm templates

Importing alarm templates

Exporting alarm templates

Working with a set of workflow definitions

Starting a workflow

Workflow definition

Sample workflow

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

Canceling workflow tasks

Configuring automatic task cancellation

Workflow tasks with custom forms

Using custom forms to perform workflow tasks

Workflow structures

Workflow ION 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 ION API step

Avoiding workflow failure

Using the optional output mapping

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

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 ION 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

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 in ION Desk

Canceling a workflow instance in ION Desk

Canceling running workflow instances in ION Desk

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

Basic navigation

Permissions per role

Business Rules matrices

Lifecycle of a matrix

Approval matrix definition

Creating approval matrices

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

Approval Matrix

Decision Matrix

ION OneView, management and troubleshooting

Search documents in ION OneView

Standard fields

Message processing

Message header fields

Document content fields

Retrieved from Data Lake

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

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

ION API connection point

Data Lake retrieval activities

Viewing or deleting pending messages

Resubmiting messages

Active document flows

Searching Error BODs

Mark Error BOD as Handled / Unhandled

Resubmitting the original message

Manage Monitors and Workflows

Manage process navigation

Navigating back

Displaying large amounts of data

State transitions

Manage Event Management

Viewing the status of Event Management

Viewing active monitors

Suspending monitors

Resuming monitors

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 triggers

Viewing and deleting archived alarm templates

Manage ION Workflow

Viewing the status of ION Workflow

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

Viewing search results

Viewing alarm details

Stopping an alarm

ION Activities and ION ActivityDeck application architecture

Managing activities

Searching for an activity by ID

Canceling outstanding activities

Canceling activities in a batch

Canceling activities individually

Viewing 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

Customize layout for e-mail notifications sent by Pulse

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 document flows or Connection Points

Viewing the Error BODs

Viewing Activities

Exception handling

Receiving e-mails for exceptions

Receiving alerts for business process errors

Receiving alerts for exceptions

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

Configuration Files tab

Key Management tab

Actions on PGP keys

Preview Features tab

OneView Restore

Downloading a feature asset

Exporting the complete history log

Single-select mode

Multi-select mode

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

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

Personalize Columns

Filter Schema Properties

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

Filter overview

Viewing metadata for Data Lake views

Personalize Columns

Filter Schema Properties

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

ION Desk authorizations

Authorization framework

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

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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