Infor Process Automation Administration Guide

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About this guide
Intended audience
Related documents
Users, Tasks, Filters
Infor Process Automation overview
Infor Process Automation examples
Adding users and tasks to Infor Process Automation
Using variables with Infor Process Designer
What is a variable?
Types of variables
Using queries to locate variables
Global variables in IPA
Defining a configuration variable
Overview of User Configuration menu
Adding users and assigning tasks to Infor Process Automation
Adding a new user
Assigning a task to a user
Linking a filter to a user or task
Security access needed for Infor Process Automation users
What is filtering in Infor Process Automation?
Enabling filtering
Setting up proxies for tasks
Proxies in Infor Process Automation
Naming conventions for proxies in IPA
Working with proxies
Assigning a proxy for your own tasks (end-user procedure)
Access rights required for users to assign their own proxies
Proxy session claim
Assigning proxies (administrator procedure)
Inbasket interface options and display customizations
Customizing a user's Inbasket configuration
Customizing the Inbasket configuration
Custom displays for Inbasket actions
General steps
Display types
Customizing HTML display for Inbasket
Assemble the new bpm.ear file with your display exec
Deploy the new ear file to WebSphere
Customizing Infor Lawson custom form display for Inbasket
Modifying the form
This example explains the steps you could take to display information about a requisition (based on the Requisition (RQ10) form):
Customizing Inbasket displays for tasks
Example 1: An administrator creates a customized Inbasket for all users assigned the Manager Task using the Configuration Console
Example 2 (advanced technique): Using process key fields to filter records that will be sent to a customized Inbasket
Adding workunit variables as columns in an Inbasket list
Using Activity Limiter
Configuring Activity Limiter Settings
Setting the process error hard limit
Setting the error limit before termination
Infor Process Automation servlets for Inbasket functions
Creating customized Web 10x pages
Updating URLs for users accessing their Inbaskets from an external location
Tools for customizations
Updating the delivered URL with your landing page
Examples of other customizations you might want to make
Working with the web Inbasket in Infor Process Automation
Navigating to the Inbasket and viewing your pending work items
Taking action on a work item
Adding a Related Link to a work item
Other pages available in the Inbasket
Using Infor Notifications
Using Configuration Console to customize the Inbasket
Hiding My Tasks and other menu options
Removing a menu option from the navigation bar
Updating the Inbasket Landing page
Hiding the lower detail panel of a work item
Adding columns to a list
Modifying forms
Creating custom activities
Writing a custom activity Java Bean
Custom activity Java Bean rules and restrictions
The BPMAdapter runtime interface
Custom activity exceptions and BPMAdapterException
Custom activity sample code
Compiling a custom activity
Adding a custom activity to the Infor Process Automation server
Putting a custom activity in the IPA server
Adding a custom activity in Grid
Running custom activity beans in a separate process
Configuring special features for processes
Translated messages in a process
Iso Locale
Translation calls within a process
Translation functions
Viewing the locale of an actor
Translating a phrase
Calling email body translations in a process
Translating email action buttons and related messages
How the system determines the URL for email actions
Overriding the internal URL for email actions
Calling lookup data in processes using the Infor Process Automation xref feature
Create the xref table: administrator task
Execution variables
Create a process that includes a JavaScript call to the xref lookup table: developer task
Enabling user notifications for all users
Disabling email notifications for a user (optional end-user task)
Configuring proxy emails and proxy email exceptions
Runtime Parameters in the ConfigurationParameter Table
Inbox for IPA user actions
Configuring inbox for IPA
Restrictions and limitations
Reassigning inbox tasks
Preventing a user-initiated transaction from from being approved
Preparing processes to run
User, system, and application-defined processes
Configuring a process for runtime
Triggering a process by Service Definition
Configuring the service
Triggering a process by Process Definition
Triggering a process by using HTTP or HTTPS calls
Viewing processes
Preparing processes to launch from Infor M3 Forms
Configure movex.properties to support triggering processes
Configure an application message to trigger a process
Triggering a service using Java calls
Scheduling an action to run in Infor Process Automation
Related links generated by triggered processes
Configuring Process Server and connecting servers
Configuring Process Server and the Grid
About configuring Grid for Infor Process Automation
Reverting to old startup behavior
Configuring mail and timeout properties
Automatically restarting the LPA Grid nodes
Setting the memory limit
Infor Process Automation configuration sets
The "system" configuration set
The "main" configuration set
Creating a new configuration set
Configuring access to configuration sets based on security role
Creating connections for specific purposes
Infor Cloverleaf Connection
Custom Connection
Email Connection
Event Hub Connection
File Access Connection
File Transfer Connection
Infor Lawson Connection
ION Connection
JDBC Connection
JMS Connection
LDAP Connection
Infor M3 Connection
IBM WebSphere MQ Connection
System Command Connection
Web Run Connection
Configuring basic authentication for a Web Service connection
IBM WebSphere TX Connection
Using the Time Out parameter
Editing the lsservice.properties file for EJB connection of the secondary system
Adding the property useRMIWebServlet to enable web servlet calls
Configuring a connection to Infor OS Portal
Verifying .jar files required for JDBC connections
Configuring channels and receivers for use with Infor Process Automation
Overview of channel/receiver communication with Infor Process Automation
Understanding how Infor Process Automation channels work
JMS channels
File channels
Configuring a JMS channel and receiver
Configure a JMS channel
Configure a JMS receiver
JMS acknowledge modes as implemented in Infor Process Automation
Configuring a file channel and receiver
Configuring a file channel
Configuring a file receiver
Using Scan Now on individual receivers in a file channel
Wild cards
Event Hub channel/receiver configuration
Configuring an Event Hub channel
Configuring an Event Hub receiver
Configuring a user channel and receiver
Using email to make a request through the User channel
Possible issues when sending a request
Configuring a user channel
Configuring a user receiver
Using Scan Now on individual receivers in a user channel
Configuring File Channel for customer email notifications
Monitoring and administering channels and receivers
Receiver Last Error
Working with ION BODs, channels, and receivers
Overview of ION Pulse integration with Infor Process Automation
Overview of ION BOD integration with Infor Process Automation
Configuring an ION channel and receiver
Configuring an ION channel
Configuring an ION receiver
Configuring ION Channel for customer email notifications
Using Scan Now on individual receivers in an ION channel
Workunit information for BODs
Batch BOD processing
ION receiver behavior
Processing details for App BOD
Processing details for BOD group
Processing details for ION Pulse
Exporting and importing network data
Configuring IPA network connections for additional data areas
Other utilities
Carriers
Carrier definitions
Setting up carriers
Working with process data
Using the work unit dispatcher
Setting the maximum number of work unit threads
Setting the dispatcher thread pool size
Viewing active work units
Interrupting a work unit thread
Interrupting a work unit
Work unit priority queuing
Work unit triggers
IPA queue mappings
Canceling multiple work units
Monitoring and taking action on in-process workunits
Monitoring Infor Process Automation workunits
My Tasks
My Work
My Requests
My Actions
Workunit status
Sending email reminders to users of pending work items through a process
Copy the delivered process to a local machine
Edit the delivered process to add your data area
Configure the Are Reminders Enabled flag
Enable the process to run
Capturing activity times
Capturing work unit events
Administratively or programmatically taking action on work units
Taking action on a work unit on behalf of a user: administrator function
Creating a process to automatically take action on work units
Approving from a forwarded email
Working with log files and the log buffer
Process execution log files
Changing the log buffer size for a process
Reverting a process to an earlier version
Reverting a process to an earlier version on action pending workunits
Uploading work unit files to Amazon S3
Cleaning up workunit data
Workunit views and table data cleanup
Moving workunits to history
Clearing logs and activities for workunits with status of Completed or Canceled
Deleting workunits
Deleting work unit logs and input data from Amazon S3 bucket
Pruning unnecessary workunit data for the data area
Pruning unnecessary workunit data by process
Workunit Data Cleanup action
Purging non-user action workunits for a data area
Cleaning up records in file storage
Indicating a user-supplied file
Health Status
Workunit statuses
Accessing the Health Status page
Viewing the statuses and workunits under a data area
Configuring a new alert
Email notification format
Email notification server and address
Enabling or disabling an alert
Scheduling an alert notification
Reporting
Reporting on Infor Process Automation execution data
What kind of data is available?
The generated data set
Deleting all generated data
Generating the new data "snapshot"
Viewing cubes (dimensional reporting)
Running the Infor Process Automation diagnostics program
Work unit memory consumption
Server performance
Turn process logging off
Adjust process log buffer
Limit cancel checks
Use Lawson IOS connection pooling
Adjust Lawson IOS query paging
Disabling Landmark notifications
Schedule clean up activities
Adjusting the optimization level of the JavaScript engine
Landmark transaction and query paging
Configuring Landmark transaction page sizes
Securing the Infor Process Automation application
Proper security role assignment
Use secure protocols when transferring data
Using the SFTP Crypto Configuration
Preventing connection overrides in processes
Force user logout in IPD when idle
Disabling activity nodes for processes
Disabling IPD connections to certain data areas
Enable strict host key checking
Troubleshooting Infor Process Automation
Using the Theory of Constraints method
General troubleshooting steps
Infor Process Automation execution issues
Configuring the transaction timeout setting
Best practices
Enabling a flow to be restarted from the beginning
Enabling auto-restart on auto-restartable flows
General requirements and considerations
Recommendation by category
Enabling the IPA checkpoint feature
Clearing a checkpoint
Continuing with a checkpoint error
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