Managing category files through Category File Administration tool

Due to the migration of server files to the database, the category files are now stored in the Category File Administration tool. It is now possible to import and export specific files in this tool so that you can access them when you need to. The tool contains files in different data categories. Please note that not all Data Categories in this tool can be connected to roles in which case the lower part of the tool will be disabled.

The table shows the different data categories.

Category Description Connect to Roles and Users Specific set of files
Default canvas files These files are used as a template for new users. This is only the storage. Please note that the name of the default canvas file that a user/group should use is the setting 'Canvas' in Mango.UI settings. If you would like to have another default canvas than the one delivered, replace the LawsonCanvas.jade file with a saved canvas file with other content. No

LawsonCanvas.jade
Mashup All public deployed Mashups. Yes
Startpad Startpad files that contain public deployed startpads. Note that this category is only available if the Startpad feature is installed and enabled in the profile. Yes
Shared files There are global files shared with all users. Different features can store files in this category. M3 and Lawson use this category for storing shared links. No

  • Links/M3.xml

  • Links/S3.xml

  • Links/S3List.xml
System files These files are related to the Infor Smart Office framework. Features are not allowed to store files here. The profile.xml is the list of profiles that you can edit via the profile editor. The template.xml contains the template for what to create when a new profile is created. No

  • channels.xml

  • profile.xml

  • template.xml

  • users.xml
  1. On the Infor Smart Office canvas, access Navigator > Administration Tools > Category File Administration.
  2. Use these guidelines to specify additional field values:
    Category

    Select a category available from the drop-down list.

    Name

    The name of the data category.

    Changed by

    The user ID of the administrator that last updated the file or system, if the file has been updated via an installation or upgrade of the server.

    Select a type of access:

    None

    No user will have access to the file. File is in draft state. File is only uploaded but will not be downloaded.

    Public

    Accessible by all Smart Office users.

    Role

    Only users connected to the attached roles will have access.

    Connect Roles and Users:

    User Id

    A user ID (same ID as the one user has to log on).

    Name

    The name of the user – if the session provider supports it and is correctly configured to lookup the user.

    Role

    The name of roles retrieved from the session provider in the grid.

    Note: It is required to use a session provider that can list roles to be able to connect to roles. However, not all session providers support retrieving roles.
  3. You can select Add or Remove roles/users.
  4. Click Save.