Infor BI for Lawson/M3 Installation Guide

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Overview
What Is Infor BI for Lawson/M3?
Installation Options
Knowledge Prerequisites
System Requirements
InstallAnywhere Installation Requirements
Server Requirements
Repository Database Requirements
Application Server
Reports Server
Infor BI for Lawson and Infor Ming.le
Infor BI for Lawson and Infor Lawson System Foundation
Network Configuration
Installation Process Overview
Set up and Configure Crystal Reports
Crystal Reports Setup and Configuration
Installing the Crystal Reports Server
Install Crystal Reports Server
Install the remote Crystal Reports Server
Configuring the Crystal Reports server
Setting the Crystal Reports isolation level
Crystal Reports Post-installation Configuration
Configuring Distributed RAS and RAS Load Balancing
Configure RAS for distributed RAS and RAS load balancing
Optional: Verify the server connection
Install Infor BI for Lawson for the first time
Preparing for the Installation
Installation values
Configure WebSphere for SQL
Configuring the SQL JDBC Driver for WebSphere
Creating Data Sources for WebSphere (SQL)
Create a new data source
Create a new J2C authentication alias
Configure WebSphere for Oracle
Configuring the Oracle JDBC Driver for WebSphere
Creating Data Sources for WebSphere (Oracle)
Create a new data source
Create a new J2C authentication alias
Complete the WebSphere configuration
Setting the connection pool for data sources
Set the connection pool for the Framework Services data source
Set the connection pool for the Reporting Services data source
Set the connection pool for the Smart Notification data source
Next Steps
Installation and Configuration Worksheet
Installation and Configuration Worksheet
Install Infor BI for Lawson
Installing Infor BI for Lawson
Run the installation program
Configure web application server settings
Set the JDBC database driver jar location
Configure basic database settings for SQL
Configure Infor BI for Lawson application WebSphere settings
Configure the database: advanced SQL configuration
Configure the database: Oracle
Configure the Crystal Reports Application Server
Set the server domain name
Start the Infor BI for Lawson installation
Upgrade Infor BI for Lawson
Infor BI for Lawson Upgrade
Pre-Upgrade Procedures
Verify the database user
Back up databases and file repositories
Remove jar files
Prepare for a hardware upgrade
Verify Smart Notification authentication
Set the connection pool for the data sources
Infor BI for Lawson Upgrade
Post-upgrade Procedures
Update custom service definitions
Secure the syscfg.bak file
Perform Post-Installation Configuration
Perform Post-Install Configuration
Infor BI for Lawson and HTTPS
Mapping Modules to the Application Server
Setting session management for Framework Services
Configuring Infor BI for Lawson applications for different WebSphere profiles
Locate the context root for your applications
Configure the applications for different profiles
Setting JVM options for multi-byte languages
Validate the installation
Validating the Framework Services Installation
Validate the Framework Services Installation
Set the Framework Services server page domain
Validating the Reporting Services Installation
Validate the Reporting Services installation
Configure Reporting Services system settings
Validating the Smart Notification Installation
Register the installed applications
Registering the Installed Applications
Register Framework Services
Register Reporting Services
Test the Reporting Services setup
Register Smart Notification
Change the Smart Notification authentication
Set the Smart Notification synchronization
Test the Smart Notification setup
Complete the Crystal Reports post-configuration
Install the Lawson Plugin for Infor OS Portal or Infor Ming.le
Lawson Plugins for Infor OS Portal or Infor Ming.le
Install and Configure Infor BI for Lawson with Infor Smart Office
Install Infor BI for Lawson with Infor Smart Office
Installing Infor BI for Lawson with Infor Smart Office
Download the installation feature package
Start the Lawson System and LifeCycle Manager service
Upload the installation package
Install the Infor BI for Lawson feature
Updating Infor BI for Lawson with Infor Smart Office
Download the installation feature package
Start the Lawson System and LifeCycle Manager service
Upload the installation package
Update the Infor BI for Lawson feature
Configure Infor BI for Lawson with Infor Smart Office
Configuring Infor BI for Lawson with Infor Smart Office
Create an Infor BI for Lawson Configuration
Set the Infor Smart Office Emulation
Add a Smart Notification data source: Lawson
Add a Smart Notification data source: M3
Configuring Smart Notification for Infor Smart Office Inbox support
Configure the WebSphere settings
Configure the Infor Smart Office web services settings
Configure Lawson Smart Reports and Infor BI for Lawson
Configuring Lawson Smart Reports for Infor BI for Lawson
Copy the Lawson Smart Reports war file
Deploy Lawson Smart Reports war file
Set the class loader
Enabling Lawson Smart Reports for Infor BI for Lawson
Enable Lawson Smart Reports
Disable Lawson Smart Reports
Integrate Portal and Infor BI for Lawson
Integrating Infor Lawson System Foundation and Framework Services
Create the Portal role for Infor Lawson System Foundation
Associate Portal users to the Portal role
Set the Portal server page domain
Set the Framework Services server page domain
Uninstall Infor BI for Lawson
Uninstalling Infor BI for Lawson
Install the Online Documentation
Install the online documentation
Test the online documentation
Update the online documentation
Remove the infocenter
Performance Optimization
Setting Memory Allocation
Adjusting WebSphere settings
Adjust maximum in-memory session count
Adjust the thread pools
Adjust server timeout sessions
Adjust application timeout sessions
Adjust the data source connection pools
Horizontal Scaling
Installing horizontal scaling
Install horizontal scaling
Update horizontal scaling
Horizontal scaling best practices
Setting TLS 1.2 in WebSphere
TLS 1.2 in WebSphere
Troubleshoot Infor BI for Lawson
General Troubleshooting
Troubleshooting installation errors
Review the log files
Check the database connection
Check for missing options on Framework and Reporting Services panels
Check permission errors
Check for WebSphere errors
Removing WebSphere locked jar files
Remove WebSphere locked jar files: Reporting Services
Remove locked jar file: Smart Notifcation
Installation stalls after setting up WebSphere Global Security
Configuring Authentication
Full Suite Post-Installation Configuration
Framework Services
Registering the Lawson Application Link Services (LAL)
Register Lawson IOS
Register Lawson Portal
Registering M3 applications and services
Register M3 applications
Register M3 services
Register an M3 Form Service
Reporting Services
Creating Virtual FTP directories on the Back Office Web Server (Windows only)
Create a Virtual FTP directory for Apps
Create a Virtual FTP directory for xtra
Creating a Lawson Data Source in Reporting Services
Create a data source
Complete the data source set up
Setting Up Back Office Report Bursting
Enable back office bursting
Create a burstable back office report
Publish the back office report
Verify bursting tags for back office report
Verify back office report in Reporting Services
Configure reports for Infor System Foundation 9.0
Configuring Crystal Reports for Back Office Report Bursting
Publish the Crystal report in Reporting Services
Schedule the Crystal report
Setting up and Configuring Email and Printer Device Types
Configure email device type
Configure a printer device type
Create an email device
Create a printer device
Importing Devices into Reporting Services
Configure devices
Import devices
Smart Notification
Creating a Data Source
Creating an InfoSet
Create an InfoSet
Update the InfoSet
Creating a Notification
Create a notification
Test the new notification
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