Creating an offline connection

Create an offline connection as follows:

  1. On the Connections page, click Import to display a list of ERP applications. Select the required ERP to display the ERP: Import Connection page.
  2. In the Project field, click Browse to locate one of the following files:
    • A .beu project file generated by the Portable Data Extractor.
    • An .xml file if data extraction is codeless or script-based.
    • A .zip file, containing the .beu file generated by the Portable Data Extractor.
      Note: If you are using Chrome browser to access the application, you must manually enter the offline file path in the Project field.
  3. Click the Upload icon. The system uploads the file and populates the remaining fields on the screen with the connection details. The connection details will vary, depending on the ERP selected.
    Note: The user account accessing the .beu file should have the necessary permissions to read files generated by the Portable Data Extractor.
  4. Select whether this connection should be secured.
  5. Select whether users extracted from this connection should be mapped.
    • Select Map Connection Users (Participation in Cross Connection Analysis) to map users extracted from the connection to a single Infor Risk & Compliance profile.
    • Select Do not map Connection Users (No Participation in Cross Connection Analysis) to create independent user profiles.
  6. Click Save. The new connection appears on the Connections page in the respective ERP panel. You can now schedule an extraction through it.
    Note: Click the Enable Notification icon to notify users via e-mail about the events relevant to this task.